Filing status
- Accounts due
- 31 December 2026
- Last accounts
- 31 December 2024
- Conf. stmt due
- 30 April 2027
- Last conf. stmt
- 16 April 2026
Wills & Trusts Independent Financial Planning Limited
- Incorporated
- 16 April 1998 (28 years)
- Industry
- Pension funding (65300)
- Accounts type
- Total exemption full
- Region
- South East
- Address
- 91/92 High StreetThameOX9 3EH
Charges
- Total
- 2
- Outstanding
- 1
- Part satisfied
- 0
- Satisfied
- 1
Officers 4 active
Officer details are public data from the Companies House register.
Director · Appointed 1 December 2025
British
Born April 1983 (43)
Howard, Rebecca
Secretary · Appointed 1 February 2024
Director · Appointed 24 January 2022
British
Born February 1962 (64)
Director · Appointed 16 April 1998
British
Born October 1963 (63)
Officer history (5 former)
1 December 2025
19 September 2024
1 February 2024
Appointed Howard, Rebecca as Secretary
1 February 2024
24 January 2022
27 November 2019
18 December 2008
18 December 2008
17 April 1998
17 April 1998
16 April 1998
16 April 1998
16 April 1998
16 April 1998
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 6 April 2016
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Limited By Shares
Reg. no. 08788309
Group structure 5 companies
Ownership group derived from the Companies House PSC register
Intelligent Investment Services Limited Owns 75–100% of shares
Wills & Trusts Accounting Limited Owns 25–50% of shares
Wills & Trusts Independent Estate Planning Limited Owns 75–100% of shares
Wills & Trusts Independent Financial Planning Limited This company Owns 75–100% of shares
Financials
Balance sheet as at 31 December 2024 · total exemption full accounts
- Net Assets
- £866,454
- Cash
- £39,318
- Employees
- 3
- Debt Ratio
- 83%
- Current Ratio
- 1.2x
Trend
Net Assets
Balance sheet detail
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £95,218 | £124,949 | £211,684 | £270,798 | £178,064 | £141,551 |
| Current Assets | £5,054,723 | £3,993,170 | £4,367,695 | £3,758,427 | £5,497,940 | £1,745,045 |
| Debtors | £5,015,405 | £3,972,420 | £4,356,089 | £3,577,694 | £3,571,473 | £1,405,983 |
| Cash | £39,318 | £20,750 | £11,606 | £180,733 | £1,926,467 | £339,062 |
| Creditors (< 1 year) | £4,225,093 | £3,342,225 | £3,188,049 | £2,373,584 | £4,085,789 | £364,283 |
| Creditors (> 1 year) | £53,280 | £71,551 | £249,679 | £321,474 | £318,650 | £184,370 |
| Net Current Assets | £829,630 | £650,945 | £1,179,646 | £1,384,843 | £1,412,151 | £1,380,762 |
| Net Assets | £866,454 | £685,368 | £1,113,043 | £1,307,429 | £1,112,548 | £1,193,433 |
| Shareholder Funds | £866,454 | £685,368 | £1,113,043 | £1,307,429 | £1,112,548 | £1,193,433 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 19 June 2026 | Annual return with full list of shareholders | 16 April 2010 | ||
| 19 June 2026 | Annual return with full list of shareholders | 16 April 2011 | ||
| 19 June 2026 | Annual return with full list of shareholders | 16 April 2012 | ||
| 19 June 2026 | Annual return with full list of shareholders | 16 April 2016 | ||
| 1 June 2026 | Confirmation statement with no updates | 16 April 2026 |
Some other companies at this address
Other companies in this industry
Explore the largest companies
Need accounts figures, ownership or websites for thousands of companies? Bulk data & API →