Professional services Corporate Services

Our team have significant experience and credentials supporting a broad range of corporate customers from SME’s to multinationals. Our professionally qualified people offer solutions suitable for a diverse and global clientele.

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.

Bespoke services

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

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 Contacts

Our people are our most valuable asset

To find out more speak to one of our experienced, qualified employees today.

Meet the team
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James Tracey

Guernsey

Managing Director

Email James Tracey
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Tanya O’Carroll

Isle of Man

Managing Director

Email Tanya O’Carroll
 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.”