Estella Bogira Partner

Contact details

Estella Bogira

Estella Bogira
Partner

T: +44 20 7809 2298 M: +44 7425 208 323 Email Estella | vCard Office: London

Estella specialises in pensions and private wealth, including all aspects of UK pensions, the UK tax treatment of overseas pension schemes and complex, private wealth pension matters.
  • Profile
  • Services

Estella has a strong occupational pensions practice, advising employers and trustees on all aspects of work-related pension provision. Estella has extensive experience of advising on benefit design changes, member complaints, automatic enrolment, scheme mergers, liability management exercises, corporate transactions, and general pensions law queries.

Estella enjoys working with smaller employers and not-for-profit organisations as well as large corporates. Estella regularly advises employers, trust companies, and individuals on matters relating to overseas pension arrangements including QROPS, QNUPS, EFRBS and IPPs.

Estella's private client pensions practice involves advising individuals on all matters related to pensions, and in particular pensions tax in connection with retirement and succession planning. Estella's private clients typically have an international dimension; whether through overseas pension savings, or their own current or intended non-UK residency status.

Estella's clients appreciate her ability to communicate highly technical legal concepts in an understandable way, her focus on providing commercial, practical advice, and her personable manner.

  • Pensions advisory
  • Private wealth
  • Tax

International art gallery

Advised a UK-based employer on closure of its UK defined benefit scheme to future accrual, on-going intra group support, and subsequent buy-out of all liabilities.

Greek shipping company

Advised on an intra-group support package to allow a UK defined benefit pension scheme to continue once its sole employer had ceased to operate.

Large UK charity

Advised on participation in the NHS pension scheme and on potentially significant issues with previous pension provision for employees under Direction Employer status.

Overseas insurance company

Represented the client in disclosing a potential pensions liberation scheme connected to lifetime annuities inherited on a corporate transaction.

UK charity

Advised on negotiation of a government-backed funding agreement and on planned withdrawal from the LGPS.

Inheritance tax and succession planning

Advises on the inheritance tax treatment of UK registered and unregistered schemes as well as overseas pension arrangements. Advises on pension succession planning opportunities.

Individual and foreign domiciliary tax planning

Advises on all aspects of UK pensions tax, including on contributions, transfers between arrangements, lifetime withdrawals and the taxation of benefits on death.

Overseas pensions

Advises individuals and providers on the provision of benefits from overseas pension arrangements such as QROPS, QNUPS, EFRBS and IPPs, and on the UK tax treatment of distributions from such arrangements.

Tax investigations

Represented a client in an HMRC investigation concerning the structure of an overseas pension arrangement. Advised a client on disclosure of a significant pension liberation scheme.

Overseas pensions

Advises individuals and providers on the provision of benefits from overseas pension arrangements such as QROPS, QNUPS, EFRBS and IPPs, and on the UK tax treatment of distributions from such arrangements.

International tax planning

Advises on all aspects of UK pensions tax, including on transfers between overseas pension arrangements, withdrawals during lifetime and distributions on death.

More: Tax

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