ContactCredit ReportFinancialsPeopleOwnershipLatest ActivityMutual CompaniesDocumentsRepayment History

Wills & Trusts Independent Estate Planning Limited

Wills & Trusts Independent Estate Planning Limited is an active company incorporated on 12 July 2004 with the registered office located in Thame, Oxfordshire. Wills & Trusts Independent Estate Planning Limited was registered 21 years ago.
Status
Active
Active since incorporation
Company No
05177299
Private limited company
Age
21 years
Incorporated 12 July 2004
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 12 July 2025 (3 months ago)
Next confirmation dated 12 July 2026
Due by 26 July 2026 (9 months remaining)
Last change occurred 5 years ago
Accounts
Submitted
For period 1 Jan ⟶ 31 Dec 2023 (12 months)
Accounts type is Total Exemption Full
Next accounts for period 31 December 2024
Due by 31 December 2025 (2 months remaining)
Learn more about Wills & Trusts Independent Estate Planning Limited
Contact Update Details
Address
91/92 High Street
Thame
Oxfordshire
OX9 3EH
Same address for the past 13 years
Telephone
01844212907
Email
Available in Endole App
See All Contacts
People
Officers
4
Shareholders
1
Controllers (PSC)
1
David Stephen Batchelor
Director • Ifa • British • Lives in England • Born in Oct 1963
Clive Raymond Thomas
Director • Finance Director • British • Lives in England • Born in Feb 1962
Stuart Christian Payne
Director • Coo • British • Lives in UK • Born in Sep 1970
Wills & Trusts Wealth Management Limited
PSC
See Key People
Shareholders, PSCs & Group Structure
See who truly controls a company with full PSC, Shareholder, and Group Structure exploration
See All Shareholders, PSCs & Group Structure
Mutual Companies
Intelligent Investment Services Limited
Stuart Christian Payne, Clive Raymond Thomas, and 1 more are mutual people.
Active
Wills & Trusts Independent Financial Planning Limited
Stuart Christian Payne, Clive Raymond Thomas, and 1 more are mutual people.
Active
W And T Property Portfolio Ltd
Stuart Christian Payne, Clive Raymond Thomas, and 1 more are mutual people.
Active
Wills & Trusts Wealth Management Limited
Stuart Christian Payne and Clive Raymond Thomas are mutual people.
Active
Ifa BDN Limited
Stuart Christian Payne and David Stephen Batchelor are mutual people.
Active
Wills & Trusts Legal Limited
Stuart Christian Payne and Clive Raymond Thomas are mutual people.
Active
Wills & Trusts Accounting Limited
Stuart Christian Payne and Clive Raymond Thomas are mutual people.
Active
Gloucestershire Everyman Theatre Company Limited
Clive Raymond Thomas is a mutual person.
Active
See All Mutual Companies
Financials
Net Assets, Total Assets & Total Liabilities (2014–2023)
Period Ended
31 Dec 2023
For period 31 Dec ⟶ 31 Dec 2023
Traded for 12 months
Cash in Bank
£2.98K
Increased by £2.75K (+1184%)
Turnover
Unreported
Same as previous period
Employees
3
Same as previous period
Total Assets
£264.42K
Decreased by £394.65K (-60%)
Total Liabilities
-£1.54M
Decreased by £328.89K (-18%)
Net Assets
-£1.28M
Decreased by £65.76K (+5%)
Debt Ratio (%)
583%
Increased by 299.22% (+105%)
See 10 Year Full Financials
Latest Activity
Confirmation Submitted
3 Months Ago on 17 Jul 2025
Full Accounts Submitted
11 Months Ago on 21 Nov 2024
Mr David Stephen Batchelor Details Changed
1 Year Ago on 30 Sep 2024
Stuart Christian Payne Resigned
1 Year 1 Month Ago on 19 Sep 2024
Confirmation Submitted
1 Year 2 Months Ago on 25 Jul 2024
Philip Andrew Plant Resigned
1 Year 8 Months Ago on 1 Feb 2024
Miss Rebecca Howard Appointed
1 Year 8 Months Ago on 1 Feb 2024
Full Accounts Submitted
2 Years Ago on 13 Oct 2023
Confirmation Submitted
2 Years 2 Months Ago on 26 Jul 2023
Full Accounts Submitted
3 Years Ago on 5 Sep 2022
Get Alerts
Get Credit Report
Discover Wills & Trusts Independent Estate Planning Limited's Credit Score, how much credit you can offer them, and how likely they are to repay you
See All Credit Score & Limits
Documents
Confirmation statement made on 12 July 2025 with no updates
Submitted on 17 Jul 2025
Total exemption full accounts made up to 31 December 2023
Submitted on 21 Nov 2024
Director's details changed for Mr David Stephen Batchelor on 30 September 2024
Submitted on 30 Sep 2024
Termination of appointment of Stuart Christian Payne as a director on 19 September 2024
Submitted on 19 Sep 2024
Confirmation statement made on 12 July 2024 with no updates
Submitted on 25 Jul 2024
Appointment of Miss Rebecca Howard as a secretary on 1 February 2024
Submitted on 27 Feb 2024
Termination of appointment of Philip Andrew Plant as a secretary on 1 February 2024
Submitted on 27 Feb 2024
Total exemption full accounts made up to 31 December 2022
Submitted on 13 Oct 2023
Confirmation statement made on 12 July 2023 with no updates
Submitted on 26 Jul 2023
Total exemption full accounts made up to 31 December 2021
Submitted on 5 Sep 2022
Explore All Documents
Repayment History
Understand how businesses repay their debts and see how they're performing year‐on‐year
See All Charges & CCJs