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Partner Case Studies

Partner case study

Meet our partner Laura Sant from Carthy Accountants

Laura Sant is a Director at Carthy Accountants. They are a family firm based in Stafford, and Laura specialises in UK expatriate tax, UK tax residency and domicile.

Watch: Carthy Accountants Partner Case Study

Case study transcript

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

I’ve been working with Experts for Expats for the past 12 months (since summer 2019). I started with an expatriate tax niche but didn't know how to reach my target audience. I did an online search for local experts in my area, Experts for Expats came up top and I immediately saw the appeal. It’s great because you don't pay anything upfront, you only pay at the point that the client has paid you, so it removes any risk. 

How has working with Experts for Expats benefited your business?

The growth in the expat side of the business has really snowballed. Looking at the figures for the past 12 months, through a mixture of direct and indirect referrals, I believe Experts for Expats has brought in about £40,000 worth of business for us, with another £15,000 in the pipeline. We often have customers returning months later after those initial enquiries, and I'm being referred on to other network partners too, so I'm growing my global network.

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

The sheer number of people I’m being introduced to, and the growth that I'm seeing in this side of the business. In the past 12 months I've had over 400 introductions, so you really do get a lot of bang for your buck! 

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

I’ve received referrals from other referral partners, and I’ve been surprised by the growth of my global network. It brings in referrals from other sources and puts me in a position to be able to provide the very best advice for my clients. Another unexpected bonus being quoted in the Huffington Post as an expert! That was an opportunity I didn't think I was going to get!

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

I think the most important thing is to communicate, especially in those first few months. Treat it like a new relationship. You have to explain what it is that you're looking to get out of it and vice versa. 

From my personal experience, I have found that Rob is always willing to help if you could use a few more referrals, or if you’re suddenly very busy and need to get your workload down he will hold off on sending referrals for a while if you ask him to.

The other thing is to treat every referral as though they are a potential client, even though there will always be a few that are just after the free advice! But you never know if they're going to need further advice and be willing to pay for it in the future, or if they’ve had good service from you and might refer you on to other expats within their community.

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Experts for Expats has been featured in...

23% of British expats set to sell UK property - 23% of British expats set to sell UK property - 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
BBC Breakfast - Expats in Cyprus having issues with UK bank accounts - 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
Saga - Want to retire in the EU? What could the future hold for you? - click to see article

Testimonials

What expats say about our experts

I'm very wary of website operations (particularly when it comes to government liaisons). But after a check-up on 'Experts for Expats' I decided to take the plunge. Since then I've been very pleased with the professional connection I was offered and the straight forward way it was presented.

Although I've not a lot of experience with this specialized type of service, I can say that if there's a better one on offer they had better be pretty f*cking good.

Michael C.

US Tax Matters introduction in United Kingdom

Exceeded my expectations because of this I feel confident to use fee paying services. Thank you.

Matthew E.

Capital Gains Tax introduction in New Zealand

Timely, professional and humane, from the emails to the phone call, could tell the organization runs on empathy and really has a heart to help people

Cynthia K.

Investments introduction in United Kingdom

I have actually already recommended the site to someone else in a similar situation to me. I did quite a bit of searching, and Experts for Expats was one of the many sites I engaged with. However after the responses from everyone, there was absolutely no doubt in my mind that this was the best service.

John W.

US Tax Return introduction in United Kingdom

I was quite pleasantly surprised to have received a response pretty quickly from Experts for Expats after placing the request. The response from the Consultant also was very quick.

I am very satisfied with the advice given by the consultant, which has helped me to find an efficient way to handle my issue. Therefore it was an excellent referral made by Experts for Expats based on my unique circumstances.

Ranil P.

UK Tax Return introduction in United Kingdom

Our consultant was very professional but listened. He then made an effort to speak in clear language and make easily understood recommendations.

Peter J.

UK Tax Return introduction in Canada

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

Quick response, and follow up from the connection that was made - which was professional and trustworthy 

Sarah B.

Uk Tax Return introduction in Netherlands