skip to main content

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.

Apply to join our network

If you like what you see and would like to be part of our trusted network, it's time for you to apply.

Simply click the button below and you'll be taken to a page where you can enter your details, including information about the skills you can bring to our network.

Apply now >

Experts for Expats has been featured in...

Saga - Want to retire in the EU? What could the future hold for you? - 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
The Times - Thousands of retiring Britons vote for Brexodus - 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
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

Testimonials

What expats say about our experts

I was very impressed with the speed and quality of the communication and the amount of information I got in a 30-min consultation. There was no undue pressure on me to buy anything, and it was nice to be able to talk to someone who understood both the UK and US markets. I think this would be an excellent service for anyone with substantial pension pots, is unsure about leaving their money where it is or to transfer it to where they now live, and is looking for either just advice and help with admin or wants a full service. 

Helen C.

Pension transfer introduction in United States

Dealing with financial issues from overseas is stressful and difficult. You take away that stress.

Darren C.

Tax introduction in Japan

I appreciated the whole Introductory process. It was fast, efficient (lots of feedback) and professional. My query was answered by the recommended company within the 15 minute time frame. I have kept the accountant's name and contact details on record for future reference. This was a great way to locate a professional from a long way away. I am sure I will use the company again in the future.

Gail B.

UK Capital Gains Tax introduction in South Africa

The consultant gave sound and relevant advice without trying to sell me services. His advice gave me the information and approach for my next step. He advised I try myself but made it clear he could help further if I needed it - and as precise and clear about the cost of using his services for the next step. Couldn't have been better.

Ivor M.

Double Tax Relief introduction in Portugal

In my particular case the referral was very speedy., the advisor was very confident, had relevant qualifications and knowledgeable about the legislatives framework and the in relevant jurisdiction and products was clearly up to date with a good fit

Neil B.

Pensions introduction in Australia

I really appreciate what this website seeks to achieve as tax affairs are often complicated enough even without COVID complications. The consultant you provided was from a firm that Deloitte had also recommended which reinforced that they would be reliable and be able to provide a quality service.

Shanveer H.

UK Tax Matters introduction in United Kingdom

Excellent service, well managed, timely and followed up to ensure being serviced. Very good experience.

Ian M.

Investment Advice introduction in Qatar

Quick efficient and friendly - answered my question re tax status for my dual US/UK National daughter

Liz H.

Tax introduction in United Kingdom