Filing status
- Accounts due
- 30 June 2027
- Last accounts
- 30 September 2025
- Conf. stmt due
- 2 July 2027
- Last conf. stmt
- 18 June 2026
Cla Trust&Legacy Planning Limited
- Incorporated
- 2 July 2013 (13 years)
- Industry
- Tax consultancy (69203)
- Owned by
- Accounts type
- Micro entity
- Region
- Wales
- Address
- TelynfaMain RoadGwaelod Y GarthCF15 9HJ
Officers 5 active
Officer details are public data from the Companies House register.
Director · Appointed 1 September 2026
British
Born March 1978 (48)
Director · Appointed 1 September 2026
British
Born January 1978 (48)
Director · Appointed 1 September 2026
British
Born February 1983 (43)
Smith, Luke Alexander
Director · Appointed 1 September 2026
British
Born January 1971 (55)
Director · Appointed 1 September 2026
British
Born January 1976 (50)
Officer history (3 former)
1 September 2026
1 September 2026
1 September 2026
1 September 2026
Appointed Smith, Luke Alexander as Director
1 September 2026
1 September 2026
1 September 2026
1 September 2026
8 August 2016
2 July 2013
2 July 2013
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 1 September 2026
Owns 75–100% of shares
Holds 75–100% of voting rights
Limited Partnership
Reg. no. Oc361542
Former controllers (1)
1 September 2026
Group structure 5 companies
Ownership group derived from the Companies House PSC register
Cla Trust&Legacy Planning Limited This company Owns 75–100% of shares
Davey Law Limited Owns 75–100% of shares
Orme & Slade Limited Owns 75–100% of shares
Red Kite Trust Corporation Limited Owns 75–100% of shares
Financials
Balance sheet as at 30 September 2025 · micro entity accounts
- Employees
- 3
- Current Ratio
- 2.4x
Trend
Shareholder Funds
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
| Fixed Assets | £167 | £372 | £283 | £591 | £579 | £372 | |
| Current Assets | £56,462 | £42,204 | £40,459 | £46,581 | £19,244 | £11,747 | £4,882 |
| Creditors (< 1 year) | £23,629 | £9,840 | £10,438 | £18,046 | £11,713 | £6,312 | £3,760 |
| Net Current Assets | £32,833 | £32,364 | £30,021 | £28,535 | £7,531 | £5,435 | £1,319 |
| Shareholder Funds | £33,000 | £32,736 | £30,304 | £29,126 | £8,110 | £5,807 | £29 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 8 July 2026 | Confirmation statement with no updates | 18 June 2026 | ||
| 25 June 2026 | Micro company accounts | 30 September 2025 | ||
| 25 June 2025 | Confirmation statement with no updates | 18 June 2025 | ||
| 16 June 2025 | Micro company accounts | 30 September 2024 | ||
| 16 July 2024 | Confirmation statement with no updates | 18 June 2024 |
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