Website & contact details
- Website
Trust Inheritance Limited
- Incorporated
- 9 April 1990 (36 years)
- Previously known as
- Personal Estate Planning (Legal Services) Ltd (until 19 September 2006)P.E.P. Willvault Company Limited (until 9 June 1997)The Willvault Company Limited (until 30 May 1990)
- Industry
- Activities of patent and copyright agents; other legal activities n.e.c. (69109)
- Directors
- Joanne Dickson
- Owned by
- Accounts type
- Total exemption full
- Region
- South West
- Address
- Crown House1 Stafford PlaceWeston-Super-MareBS23 2QZ
Filing status
- Accounts due
- 31 January 2027
- Last accounts
- 30 April 2025
- Conf. stmt due
- 14 April 2027
- Last conf. stmt
- 31 March 2026
Charges
- Total
- 3
- Outstanding
- 1
- Part satisfied
- 0
- Satisfied
- 2
Officers 3 active
Officer details are public data from the Companies House register.
Dickson, Joanne
Director · Appointed 4 May 2017
British
Born January 1979 (47)
Channon, Karen
Secretary · Appointed 28 October 2002
British
Director
British
Born November 1962
Officer history (20 former)
1 November 2025
1 July 2024
Resigned Howarth, Lindsay Ann as Director
18 April 2024
5 April 2024
28 December 2023
10 November 2022
Resigned Wilson, Angela as Director
30 June 2020
28 March 2019
Resigned Rowsell, Sarah as Director
13 December 2018
6 December 2018
Resigned Whitehead, Natalie as Director
15 November 2018
Resigned Mapstone, Andrea Christine as Director
4 May 2017
Appointed Wilson, Angela as Director
4 May 2017
Appointed Dickson, Joanne as Director
4 May 2017
Appointed Rowsell, Sarah as Director
4 May 2017
Appointed Howarth, Lindsay Ann as Director
4 May 2017
Appointed Whitehead, Natalie as Director
4 May 2017
Appointed Mapstone, Andrea Christine as Director
1 August 2016
Resigned Cardus Hall, Andrew Mark as Director
1 August 2016
1 September 2013
15 July 2012
30 June 2009
Resigned Meader, Valerie June as Director
31 March 2006
28 October 2002
Resigned Jenkins, Julia as Secretary
28 October 2002
Resigned Jenkins, Julia as Director
28 October 2002
Appointed Channon, Karen as Secretary
28 June 2002
Resigned Simpkins, Timothy Edward as Director
9 April 2001
Appointed Simpkins, Timothy Edward as Director
9 April 2001
Appointed Cardus Hall, Andrew Mark as Director
9 April 2001
Appointed Meader, Valerie June as Director
9 April 2001
9 April 2001
9 April 2001
Appointed Jenkins, Julia as Director
28 May 1999
Appointed Jenkins, Julia as Secretary
28 May 1999
Resigned Williamson, Janet as Secretary
7 September 1998
Resigned Silvester, Ian John as Director
27 October 1997
Appointed Silvester, Ian John as Director
1 August 1993
Appointed Williamson, Janet as Secretary
1 August 1993
1 August 1993
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 28 June 2016
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Private Limited Company
Reg. no. 10245787
Other holdings 1
Companies where Trust Inheritance Limited is registered as a person with significant control
Has significant influence or control
Active
Group structure 8 companies
Ownership group derived from the Companies House PSC register
Trust Inheritance Limited This company Owns 75–100% of shares
Executor Toolkit Ltd Owns 75–100% of shares
Red Apple Law Ltd Owns 75–100% of shares
TI Law Ltd Owns 50–75% of shares
Toolboxx Limited Owns 75–100% of shares
Trust Inheritance Group Limited Owns 50–75% of shares
Wills for Life Limited Owns 75–100% of shares
Financials
Balance sheet as at 30 April 2025 · total exemption full accounts
- Net Assets
- £454,642
- Cash
- £127,586
- Employees
- 30
- Debt Ratio
- 56%
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £318,117 | £328,542 | £338,753 | £353,608 | £369,597 | £392,466 |
| Current Assets | £718,311 | £726,840 | £323,000 | £323,969 | £689,214 | £681,880 |
| Debtors | £589,725 | £273,647 | £168,962 | £296,075 | ||
| Cash | £127,586 | £158,317 | £48,353 | £161,006 | £519,252 | £384,805 |
| Creditors (< 1 year) | £559,350 | £192,805 | £530,838 | £566,466 | ||
| Creditors (> 1 year) | £30,882 | £42,647 | £47,803 | |||
| Net Current Assets | £168,474 | £167,490 | £101,467 | £131,164 | £158,376 | £115,414 |
| Net Assets | £454,642 | £458,235 | £396,169 | £436,195 | £473,293 | £501,054 |
| Shareholder Funds | £501,054 |
What Trust Inheritance say about themselves
“Trust Inheritance are the largest 100% employee-owned Trust Corporation in the UK. Over 30 years ago, we set out to change the way that legal services are delivered. Today, we have written over 270,000 Wills and deliver the most comprehensive and accessible range of legal and practical lifetime and…”
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 9 April 2026 | Confirmation statement with no updates | 31 March 2026 | ||
| 14 January 2026 | Total exemption full accounts | 30 April 2025 | ||
| 3 November 2025 | Termination of appointment of a director | |||
| 9 April 2025 | Confirmation statement with no updates | 31 March 2025 | ||
| 19 November 2024 | Total exemption full accounts | 30 April 2024 |
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