Wealth that endures.
Holistic wealth management for private clients, family offices, and business owners entering or already operating in Saudi Arabia.
Our Services
Protect, grow, and transfer your wealth.
Alpha Oak Partners delivers comprehensive wealth management advisory for individuals and businesses with Saudi Arabian interests. Led by Nasir Mehmood, a CFA Charterholder and Chartered Accountant with over 15 years of experience, our team designs strategies that are as individual as your objectives.
We work at the intersection of Saudi regulation, international tax law, and long-term financial planning — structuring your wealth to perform across jurisdictions and across generations.
Cross-Border Structuring
We design holding structures that optimise your tax position across Saudi Arabia, the UK, and Canada — ensuring full compliance in every jurisdiction.
Family Office Services
Dedicated advisory for family offices with Saudi interests. Investment governance, succession planning, and inter-generational wealth transfer.
Investment Advisory
Asset allocation, portfolio review, and investment strategy advisory for private clients investing across the GCC and internationally.
Tax Planning
Strategic tax planning across Saudi Arabia (20% corporate, 15% VAT, 0% personal), the UK, and Canada — with advice on double tax treaty benefits.
Succession Planning
Long-term succession planning for business owners — ensuring your Saudi business and personal assets transition smoothly to the next generation.
Compliance & Reporting
Ongoing compliance support — ZATCA, CRS/FATCA reporting, annual accounts, and regulatory filings for Saudi-registered entities.
Saudi Tax Overview
Understanding the tax landscape.
| Tax Type | Rate | Applies to |
|---|---|---|
| Corporate Income Tax | 20% | Foreign-owned companies' Saudi-sourced profits |
| Personal Income Tax | 0% | No personal income tax in Saudi Arabia |
| VAT | 15% | Most goods and services (since 2020) |
| Zakat | 2.5% | Saudi national shareholders' zakat base only |
| Withholding Tax | 5–15% | Payments to non-residents (DTA rates apply) |
| Capital Gains Tax | 20% | On disposal of taxable Saudi assets |
Saudi Arabia has double tax treaties with the UK, Canada, France, Germany, and many other countries — which can significantly reduce withholding tax obligations.
Get Started
Speak to our wealth management team.
Schedule a confidential consultation. No obligation. No generic advice.