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Partner Case Studies

Partner case study

Meet our partner Jamie Favell from The Tax Advisory Partnership

Jamie Favell is a Partner at Tax Advisory Partnership. They are private client tax advisors who focus on clients with an international element to their affairs, including non-doms, non-residents, people with assets overseas and expats returning to the UK or expats working in the UK.

Watch: Tax Advisory Partnership Case Study

Case study transcript

Hi Jamie! How long have you been working with Experts for Expats, and what made you decide to work with them?

We have worked with Experts for Expats since 2014. I decided to make contact with Rob after looking at our search engine optimisation. My research had shown that Experts for Experts were getting amazing results for key search terms that were important to my business, so I decided that a collaboration was vital and made contact with Rob. We haven't really looked back since, it's been a good partnership for us. 

How has working with Experts for Expats benefited your business?

We've grown our client base, and those clients are the right demographic to suit our international focus. A wider benefit is that the time spent on consultations helps ensure our working day is fully utilised and productive. We don't have any downtime trying to find prospects, because we're provided with leads on a daily basis by the Experts for Expats team.

What’s more, our reputation as specialists in US and UK tax matters is enhanced by our association with Experts for Expats. The website is held in high regard, so having that connection puts us a step ahead of competitors. Another benefit is that it gives me the opportunity to support my team in developing their consultancy and business development skills – taking the consultations has been a good training field for them.

What’s the best thing about being an Experts for Expats partner?

The opportunities we're provided by Experts for Expats complement our business development strategies and give me the assurance that we're doing all we can to grow our business. As a business leader that really cares about looking after my team, it's important to me that we are not sitting on our laurels and that we're always looking for opportunities to grow our top line and develop our skills. The partnership with Experts for Expats helps me do all that.

What’s the most surprising thing you’ve gained from being an Experts for Expats partner?

The variety of potential clients we've been introduced to is quite surprising. Over the years we've spoken to Nobel Prize winners, knighted individuals, chart-topping musicians, a cast member from Game of Thrones... Clearly they're the exception and not the rule, but there’s often an element of surprise when you pick up the call because you're never quite sure who you're going to speak to.

What words of advice would you offer to new partners to get the most out of their partnership with Experts for Expats?

You need to be honest with what you're prepared to put into the partnership – whether that's finance or time – and what you expect to get back in return. Provided you're realistic, and you make your expectations known to Rob and find that your expectations are aligned, then I've got no doubt that it is possible to be successful. It’s not an overnight thing though, you do have to put in some effort and work, and you do need to understand the type of person you're going to be speaking to and how to get the best out of those relationships.

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Experts for Expats has been featured in...

Are you a British expat whose bank account is being closed due to Brexit? Here's what's happening and what you can do about it - Are you a British expat whose bank account is being closed due to Brexit? Here's what's happening and what you can do about it - click to see article
As a UK property seller living abroad am I liable for ‘sneaky stealth taxes’ such as CGT? - As a UK property seller living abroad am I liable for ‘sneaky stealth taxes’ such as CGT? - click to see article
BBC Breakfast - Expats in Cyprus having issues with UK bank accounts - click to see article
Telegraph - Retiring Abroad Article - We wanted one more adventure’ – the Britons who retired to their favourite holiday destinations - click to see article
The Times - Thousands of retiring Britons vote for Brexodus - click to see article
23% of British expats set to sell UK property - 23% of British expats set to sell UK property - click to see article

Testimonials

What expats say about our experts

What is so good about the advisor you pointed to is that he has extensive knowledge of both France and the UK, so he understands the financial set-up in both countries. I also liked him immediately when we met on Zoom for the first time. He grasped my situation and my priorities very quickly. If I have any reservation it is that he didn't always acknowledge and respond to my emails, but I do know that this is a crazy time for advisors with the Brexit deadline.

Alison D.

Assurance Vie introduction in United Kingdom

The service was very fast, efficient and high quality from start to end. The consultation was very helpful and there was no sales push.

David B.

UK Capital Gains Tax introduction in Luxembourg

I was extremely dubious and cautious going into this process. I have two pension pots in the UK that l have been trying to consolidate and rebalance for over a year with nothing but stalling and red tape from the two companies in the UK.

In desperation l followed up a lead from Google. I am glad l did. I will now be able to manage MY money from the US with an engaged and informative partner, instead of dealing with people who have zero interest in growing my accounts.

It’s a big relief and l look forward to developing this relationship wrt the rest of my retirement planning as part of my portfolio. Thanks so much for your help and referral. This is a legitimate organization with the expertise and support expats need.

Joanne E.

Pensions introduction in United States

I had a very rapid response from both experts for expats & the partner & the information I needed was in the initial email & didn’t need further inquiries. But I was very impressed by their rapidity, expertise in giving me the necessary information. I will get in touch again if need be & will definitely give their references to others in need of such expertise!

Ann B.

UK Tax Return introduction in France

So good to talk to someone with professional experience of expat issues without having to shop around to find someone first.

Gillian B.

Wills introduction in Germany

I am always anxious about following up on offers such as this because it may result in being bombarded by unsolicited emails. This did not happen and the service was what was promised. Quick, efficient and easy to use 

Pauline M.

Wills introduction in Cambodia

Really happy with the service from start to finish, thank you for your help

Adam M.

UK Tax Return introduction in Spain

Moving to a new country with all the different tax / pension rules can be daunting. Not only do I now understand our options but also that we are in a much better position for our retirement than we thought we were. A big relief. Thank you. 

Jeremy, G.

Pension transfer, Retirement planning introduction in United States