Filing status
- Accounts due
- 31 December 2026
- Last accounts
- 31 December 2024
- Conf. stmt due
- 14 July 2027
- Last conf. stmt
- 30 June 2026
Wills & Trusts Independent Estate Planning Limited
- Incorporated
- 12 July 2004 (22 years)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Accounts type
- Total exemption full
- Region
- South East
- Address
- 91/92 High StreetThameOX9 3EH
Charges
- Total
- 1
- Outstanding
- 0
- 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 12 July 2004
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
12 July 2004
12 July 2004
12 July 2004
12 July 2004
12 July 2004
12 July 2004
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 Company
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 This company Owns 75–100% of shares
Wills & Trusts Independent Financial Planning Limited Owns 75–100% of shares
Financials
Balance sheet as at 31 December 2024 · total exemption full accounts
- Net Assets
- (£1,324,492)
- Cash
- £27,656
- Employees
- 3
- Current Ratio
- 0.1x
Trend
Net Assets
Balance sheet detail
| 2024 | 2023 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|
| Fixed Assets | £126,131 | £167,654 | £254,494 | £191,123 | £65,205 |
| Current Assets | £155,360 | £96,762 | £678,791 | £618,274 | £912,358 |
| Debtors | £127,704 | ||||
| Cash | £27,656 | £2,979 | £7,674 | £19,578 | £103,791 |
| Creditors (< 1 year) | £1,605,983 | £1,541,641 | £1,660,916 | £1,243,841 | £969,278 |
| Net Current Assets | (£1,450,623) | (£1,444,879) | (£982,125) | (£625,567) | (£56,920) |
| Net Assets | (£1,324,492) | (£1,277,225) | (£727,631) | (£434,444) | £8,285 |
| Shareholder Funds | (£1,324,492) | (£1,277,225) | (£727,631) | (£434,444) | £8,285 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 21 July 2026 | Annual return with full list of shareholders | 12 July 2010 | ||
| 21 July 2026 | Annual return with full list of shareholders | 12 July 2011 | ||
| 21 July 2026 | Annual return with full list of shareholders | 12 July 2012 | ||
| 30 June 2026 | Confirmation statement with no updates | 30 June 2026 | ||
| 25 June 2026 | Annual return with full list of shareholders | 12 July 2009 |
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