APPROACH & EXPERTISEOur personal approach

We pride ourselves in providing a prompt, proactive, and professional service to our clients. Working collaboratively with leading lawyers, tax advisors and accountants to enable our clients to achieve their aims. 

Our experienced people understand the need to contribute meaningfully to ensure that the most appropriate solutions are provided to our clients to guarantee transactions are smooth and deadlines are met.

Corporate Services Brochure

PERSONAL SERVICEBespoke service for Corporate Services

We deliver services to a wide range of structures from privately held real estate holdings to listed companies.

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STRUCTURES
  • Foundations

  • Limited partnerships

  • Orphan structures

  • Offshore property holding vehicles

  • Property unit trusts

  • Special purpose vehicles

  • Listed companies

  • Multi-jurisdictional corporate solutions

SERVICES
  • Offshore incorporations

    Oak provides robust formation for corporations across a range of jurisdictions so that you can choose the jurisdiction best suited for your needs. Oak provides expertise in reporting, flexible share structuring and solutions for protecting the future interests of your business.

    Our team is able to provide support in administering sophisticated cross-border transactions and business reorganisations while collaborating with legal and tax consultants.

  • Domiciliation, directorship and management

    We provide a wide range of specialised services, such as assistance with corporate reporting, liaison with the regulatory authorities, provision of key personnel, and registered offices, as well as ongoing Company Secretarial and Registered Office services for the company relocation.

  • Administrative and transaction management

    We will provide you with a team that is knowledgeable with both your local and global requirements, assisting you in establishing the optimal structure, administration, reporting, compliance, and cash management, enabling you to concentrate on building your business and achieving your aims.

  • Company secretarial and corporate governance

    We will administer and host board and shareholder meetings, including administration and preparing minutes. We will manage all statutory documents, file all statutory returns, and assist with director and registered office requirements.

  • Escrow/third party security trustee

    Our team will tailor agreements to your specific transaction, providing you with payment security, settlement assurance, and the ability to handle large volumes of payments, a diverse range of asset types, and FX requirements, amongst other things.

  • Accounting and finance

    Oak is equipped to handle all accounting, bookkeeping, financial reporting, and consolidation tasks. Assisting with audits and internal controls, with knowledge of VAT registration and UK tax return requirements. We provide reliable, accurate, timely, and regulated financial records, including bookkeeping, accounting in GAAP and IFRS,  statutory financial statements, and consolidated reporting, that are tailored to your specific needs.

  • Compliance

    With a dedicated team of professionals who can support entities and other financial institutions in complying with their Automatic Exchange of Information (AEOI) obligations including US FATCA and CRS.

  • Listings

    Channel Island registered companies account for a significant proportion of companies listed on the LSE, AIM and TISE. The team has significant experience in assisting companies with the listing process.

KEY CONTACTSOur dedication to client service is at the core of everything we do.

James Tracey

Guernsey

Managing Director

Email James

Tanya O’Carroll

Isle of Man

Managing Director

Email Tanya

James Christie

Guernsey

Director - Client Relations, Funds & Corporate

Email James

Graeme Paton

Jersey

Director, Head of Fund & Corporate Services

Email Graeme
CLEANTECH LITHIUM PLC

CLEANTECH LITHIUM PLC

"We were pleased to partner with Oak who stepped into the role at a late stage in our AIM listing process and have provided a responsive, flexible, pragmatic and professional service since their appointment. We look forward to a fruitful partnership in the years to come as we move forward with our low emission, sustainable lithium extraction programme to realise our ambition of delivering the greenest supply of lithium to the fast growing Electric Vehicle (EV) industry."