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Investment And Tax Advisory Services Limited

Investment And Tax Advisory Services Limited is an active company incorporated on 26 April 2001 with the registered office located in Dorchester, Dorset. Investment And Tax Advisory Services Limited was registered 24 years ago.
Status
Active
Active since incorporation
Company No
04206455
Private limited company
Age
24 years
Incorporated 26 April 2001
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Confirmation
Submitted
Dated 5 April 2025 (7 months ago)
Next confirmation dated 5 April 2026
Due by 19 April 2026 (5 months remaining)
Last change occurred 4 years ago
Accounts
Submitted
For period 1 Apr31 Mar 2025 (12 months)
Accounts type is Total Exemption Full
Next accounts for period 31 March 2026
Due by 31 December 2026 (1 year 1 month remaining)
Address
30a South Street
Dorchester
DT1 1BY
England
Address changed on 15 Oct 2024 (1 year ago)
Previous address was 30a South Street South Street Dorchester DT1 1BY England
Telephone
01202 804549
Email
Available in Endole App
People
Officers
1
Shareholders
1
Controllers (PSC)
1
Director • British • Lives in England • Born in Jun 1975
DNPS Holdings Ltd
PSC
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Mutual Companies
Astute Money Management Ltd
Mr Daniel Robert Weldon is a mutual person.
Active
LCC Assets Ltd
Mr Daniel Robert Weldon is a mutual person.
Active
DNPS Holdings Ltd
Mr Daniel Robert Weldon is a mutual person.
Active
Brands
The Wilcox Young Partnership
The Wilcox Young Partnership is a team of financial advisers offering financial advice to individuals and businesses in Dorset and the surrounding areas.
Financials
Net Assets, Total Assets & Total Liabilities (2016–2025)
Period Ended
31 Mar 2025
For period 31 Mar31 Mar 2025
Traded for 12 months
Cash in Bank
£202.94K
Increased by £96.39K (+90%)
Turnover
Unreported
Same as previous period
Employees
12
Same as previous period
Total Assets
£346.49K
Increased by £72.19K (+26%)
Total Liabilities
-£86.94K
Decreased by £24.48K (-22%)
Net Assets
£259.54K
Increased by £96.67K (+59%)
Debt Ratio (%)
25%
Decreased by 15.53% (-38%)
Latest Activity
Full Accounts Submitted
2 Months Ago on 21 Aug 2025
Confirmation Submitted
6 Months Ago on 8 Apr 2025
Registered Address Changed
1 Year Ago on 15 Oct 2024
Full Accounts Submitted
1 Year 1 Month Ago on 16 Sep 2024
Confirmation Submitted
1 Year 6 Months Ago on 24 Apr 2024
Full Accounts Submitted
2 Years 3 Months Ago on 18 Jul 2023
Confirmation Submitted
2 Years 7 Months Ago on 5 Apr 2023
Full Accounts Submitted
3 Years Ago on 5 Sep 2022
Confirmation Submitted
3 Years Ago on 19 Jun 2022
Full Accounts Submitted
4 Years Ago on 4 Nov 2021
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Documents
Total exemption full accounts made up to 31 March 2025
Submitted on 21 Aug 2025
Confirmation statement made on 5 April 2025 with no updates
Submitted on 8 Apr 2025
Registered office address changed from 30a South Street South Street Dorchester DT1 1BY England to 30a South Street Dorchester DT1 1BY on 15 October 2024
Submitted on 15 Oct 2024
Total exemption full accounts made up to 31 March 2024
Submitted on 16 Sep 2024
Confirmation statement made on 5 April 2024 with no updates
Submitted on 24 Apr 2024
Total exemption full accounts made up to 31 March 2023
Submitted on 18 Jul 2023
Confirmation statement made on 5 April 2023 with no updates
Submitted on 5 Apr 2023
Total exemption full accounts made up to 31 March 2022
Submitted on 5 Sep 2022
Confirmation statement made on 26 April 2022 with no updates
Submitted on 19 Jun 2022
Total exemption full accounts made up to 31 March 2021
Submitted on 4 Nov 2021
Repayment History
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