Estella Bogira

Senior Associate | London


Secretary Sarah Ellis

 

Track record

NHS Determination Status

Advised on and managed a successful application for NHS Determination Status in connection with the transfer of services and employees from an NHS department to a private company.

Art gallery liability management exercise

Advised on a significant liability management exercise for an international art gallery with a UK defined benefit pension scheme open to future accrual.

UK pension scheme advice for Greek client

Advised a Greece-based group on its UK pensions obligations relating to historic membership of a UK defined benefit pension scheme, including in relation to equalisation of normal retirement dates as between men and women, and liability management.

Pension plan tax implications

Advised the trustees of a Jersey-based international pension plan on the tax implications (including capital gains tax and inheritance tax) of the scheme holding shares in an overseas company which in turn held assets include a UK residential property acquired while the scheme's beneficiary was non-domiciled in the UK.

Talks

  • IBC conference, December 2017 - Pension death benefit and succession planning

  • Withers pensions forum, 2017 - Pension transfers