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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...

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MailOnline - A third of British expats would like to move back to the UK and 40% admit they are homesick... but they will stay abroad for a better quality of life - click to see article

Testimonials

What expats say about our experts

Very speedy connection with expert, who was very helpful to answer and discuss my tax questions. Only didn't continue to work with him as we determined in consultation that, for my situation, a self-assessed tax return was not necessary. Would recommend the service!

Michael W.

Split Year Treatment introduction in United States

The advice was clear and tailored for my personal situation. I was very impressed at the level of detail. Your advisor is clearly very knowledgable. Although I have no immediate need for assistance, I will certainly reach out when the time comes. Many thanks once again.

Matthew D.

UK Capital Gains Tax introduction in United States

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 was impressed with the speed of service and the warm and friendly nature with which it was delivered. I will probably need paid advice in the near future depending upon circumstances

Peter J.

UK Tax Matters introduction in United Kingdom

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

The consultant was exceptional, very comprehensive and clear.

Richard B.

Pensions introduction in Canada

The Experts for Expats is a top class website. It is to be highly recommended for its clear approach to handling Capital Gains Tax returns to HMRC especially as it is probably an aspect that only rarely needs to be dealt with my most people. For this reason it is a relief to come across such a website that is very clear on what doing a proper return entails. In the first instance it sets out a framework that shows what needs to be known to complete the tax return. It does provide a tailored service. The ease of making a full and proper tax return is assured by how the site matches a particular Accountant from a team of Tax Experts to deal with the particular query. There is very useful follow up to ensure contact is made.

Dermot C.

UK and Irish Tax introduction in Ireland

Connected me with a great US tax advisor who had exactly the expertise I needed.

Max J.

US Tax Return introduction in United States