Nerea Llona

Tax & Legal Counsel - Spain & Latam, Utmost International @Utmost Group

London, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Sep 2020 — Present

Tax & Legal Counsel - Spain & Latam, Utmost International @Utmost Group

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Utmost International is a leading life assurance group which provides solutions to preserve our clients’ assets and safeguard them for future generations. Our propositions provide effective and reliable solutions for clients who wish to maintain security over the wealth they have accumulated and control over the proceeds when planning succession.

EDUCATION

N/A

Universidad Complutense de Madrid

Diploma de Alta Especialización - Optimización Fiscal del Patrimonio y la Inversión, Derecho tributario

N/A

University of Deusto

Law + Business (LLB)

N/A

CEF Centro de Estudios Financieros

Planificación Fiscal de Patrimonios

N/A

IE Business School

Master of Laws (LLM), Tax Law/Taxation

SKILLS

Tax EqualizationBig 4Financial StructuringImpuestos InternacionalesCost ProjectionsLife InsuranceTributación InternacionalPensionsAsesoría FiscalPrivate ClientHigh Net Worth IndividualsInternational AssignmentsAutomatic Exchange of Information (Aeoi)UK TaxesUhnwisCommon Reporting Standard (Crs)Wealth PlanningUnited LinkedFiscalidad InternacionalExpatsWealth TaxPersonal Tax PlanningExpatriate ManagementTaxEstate PlanningFatcaInternational TaxExpatriate TaxPlanificación FiscalNo ResidentesPrivate WealthOffshore CompaniesAsset ProtectionBalance Sheet ReviewWealth ManagementUnit-LinkedPlanificación Fiscal PatrimonialImpuesto Sobre El PatrimonioModelo 720Global Mobility

ABOUT NEREA LLONA

Spanish qualified lawyer and tax adviser (LL.B + LL.M). Member of the Madrid Bar Association (ICAM) and the Spanish Association of Tax Advisors (AEDAF).Enthusiastic, accurate and dedicated London based in-house tax & legal counsel and wealth planner, specialized in designing insurance based solutions (e.g. unit-linked life assurance and private placement life insurance) for private clients. Highly experienced in providing cross-border tax & wealth planning for HNWIs and UHNWIs, able to establish and sustain strong relationships with clients, stakeholders and internal teams, always aim to achieve the best and thrive with new challenges.Reccomended individual in The Legal 500 GC Powerlist Spain: Latin America Specialists individual in The Legal 500 GC Powerlist Europe: Latin America Specialists can find my Funds People magazine articles here:https://fundspeople.com/es/profesional/nerea-llona/

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Nerea Llona — Tax & Legal Counsel - Spain & Latam, Utmost International at Utmost Group in London, GB | Unifers