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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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Testimonials

What expats say about our experts

Response was quick and the advice given in 15 minutes was concise, understandable to a layman and useful. I also liked the fact there was no hard sell for follow up paid consultations. As much advice as possible was given in the time frame with a simple "get back to us" if you want to take it further in the future. Excellent service with no pressure to commit. As a result, when I do need to need their paid support, I'll have no hesitation.

Gary R.

UK Capital Gains Tax introduction in Singapore

Experts for Expats is an excellent service when looking for a professional. I have contacted them twice and it has proved an excellent help. Robert Hallums is very quick to reply to introduce the professionals.

Maria S.

Pensions introduction in United Kingdom

Very impressed with the speed of both Robert and the consultant I was connected to. The consultant definitely had good knowledge of the space and was very professional.

Andrew B.

Double tax relief 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 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

Sue K.

Capital Gains Tax introduction in Australia

The expert was very friendly, helpful and precise in answering my questions on the rules on residence and domicile, and their effects on tax status, for UK-US dual citizens like myself and my wife. I was stimulated to confirm the salient points on Gov.UK. This has allowed us to plan our future stays in the US and UK. 

Donald T.

UK/US Tax matters 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

My query was regarding transfer of a UK pension to Australia. The advice I received was really helpful and incredibly informative. I'm glad I reached out!

Liana S.

Pensions, QROPS transfer introduction in United Kingdom