What Montgomery Estate Planning say about themselves
“Montgomery Estate Planning Limited | Charitable Trusts and Investing | Estate Planning | Inheritance Tax Planning”
Montgomery Estate Planning Limited
- Incorporated
- 20 October 2020 (6 years)
- Industry
- Financial intermediation not elsewhere classified (64999) Activities auxiliary to financial intermediation n.e.c. (66190)
- Owned by
- Kathryn Margaret Baxter
- Accounts type
- Micro entity
- Region
- South East
- Address
- 2 Manor Farm Court Old Wolverton RoadOld WolvertonMilton Keynes,MK12 5NN
Website & contact details
- Website
Filing status
- Accounts due
- 31 July 2027
- Last accounts
- 31 October 2025
- Conf. stmt due
- 2 November 2027
- Last conf. stmt
- 19 October 2026
Officers
This list may be incomplete. See all officers on Companies House
Officer details are public data from the Companies House register.
Director · Appointed 20 October 2020
British
Born January 1971 (55)
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Individual · Notified 20 October 2020
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
British
Born January 1971 (55)
Financials
Balance sheet as at 31 October 2025 · micro entity accounts
- Current Ratio
- 4.1x
Trend
Shareholder Funds
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
| Fixed Assets | £5,102 | £288 | £384 | ||
| Current Assets | £110,570 | £43,381 | £34,769 | £36,461 | £19,532 |
| Creditors (< 1 year) | £26,965 | £24,285 | £32,118 | £48,438 | £33,517 |
| Net Current Assets | £83,605 | £19,096 | £2,651 | (£11,977) | (£13,985) |
| Shareholder Funds | £88,707 | £19,384 | £3,035 | (£11,977) | (£13,985) |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 21 October 2026 | Confirmation statement with updates | 19 October 2026 | ||
| 22 June 2026 | Micro company accounts | 31 October 2025 | ||
| 20 October 2025 | Confirmation statement with updates | 19 October 2025 | ||
| 10 July 2025 | Micro company accounts | 31 October 2024 | ||
| 7 November 2024 | Registered office address changed |
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