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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...

Telegraph - Retiring Abroad Article - We wanted one more adventure’ – the Britons who retired to their favourite holiday destinations - 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
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
The Times - Thousands of retiring Britons vote for Brexodus - 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

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At a time of some confusion, the expert pointed the way that helped me better understand the problem I was having, and the best approach to solve it.

Michael M.

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An excellent service, I needed some advice on working abroad from a specialist I was contacted very quickly by an accountant/tax advisor, who listened to my situation and gave clear, honest and practical advice. If my work venture does happen, I will definitely be requesting their services.. No hesitation at all in recommending them.

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The service was excellent. The work I needed done was complicated and beyond me. It was completed over the weekend before Christmas, and I received the first rebate from HMRC on Jan 2nd. I cannot recommend the consultant too highly!

Peter B.

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Paul S.

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I was really impressed with the whole service from start to finish. Many thanks indeed for making things happen, particular thanks to Laurence who really made us feel comfortable and gave us great advice. Additionally, he passed on contacts for us which we have been able to use and will continue to do so. Thank you to the whole team

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Contact was fast. Initial consultation was informative and helpful. The consultant was very personable, listened to my questions and was thoughtful and thorough in his responses. In a forum such as this, the consultant must convince the client that they are trustworthy and knowledgeable; The consultant I spoke with did that!

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