HOLISTIC ESTATE PLANNING SOLUTIONS LIMITED

Company Registration Number:
04321172 (England and Wales)

Unaudited abridged accounts for the year ended 31 December 2024

Period of accounts

Start date: 01 January 2024

End date: 31 December 2024

HOLISTIC ESTATE PLANNING SOLUTIONS LIMITED

Contents of the Financial Statements

for the Period Ended 31 December 2024

Balance sheet
Notes

HOLISTIC ESTATE PLANNING SOLUTIONS LIMITED

Balance sheet

As at 31 December 2024


Notes

2024

2023


£

£
Fixed assets
Intangible assets: 3 16,877 0
Tangible assets: 4 7,330 3,262
Total fixed assets: 24,207 3,262
Current assets
Stocks: 82,019 77,925
Debtors:   46,205 71,665
Cash at bank and in hand: 26,826
Total current assets: 155,050 149,590
Creditors: amounts falling due within one year:   (176,760) (146,058)
Net current assets (liabilities): (21,710) 3,532
Total assets less current liabilities: 2,497 6,794
Creditors: amounts falling due after more than one year:     (4,680)
Total net assets (liabilities): 2,497 2,114
Capital and reserves
Called up share capital: 100 100
Profit and loss account: 2,397 2,014
Shareholders funds: 2,497 2,114

The notes form part of these financial statements

HOLISTIC ESTATE PLANNING SOLUTIONS LIMITED

Balance sheet statements

For the year ending 31 December 2024 the company was entitled to exemption under section 477 of the Companies Act 2006 relating to small companies.

The members have not required the company to obtain an audit in accordance with section 476 of the Companies Act 2006.

The directors acknowledge their responsibilities for complying with the requirements of the Act with respect to accounting records and the preparation of accounts.

The members have agreed to the preparation of abridged accounts for this accounting period in accordance with Section 444(2A).

These accounts have been prepared in accordance with the provisions applicable to companies subject to the small companies regime.

The directors have chosen to not file a copy of the company’s profit & loss account.

This report was approved by the board of directors on 21 March 2025
and signed on behalf of the board by:

Name: P.J.Dodsworth
Status: Director

The notes form part of these financial statements

HOLISTIC ESTATE PLANNING SOLUTIONS LIMITED

Notes to the Financial Statements

for the Period Ended 31 December 2024

1. Accounting policies

These financial statements have been prepared in accordance with the provisions of Section 1A (Small Entities) of Financial Reporting Standard 102

HOLISTIC ESTATE PLANNING SOLUTIONS LIMITED

Notes to the Financial Statements

for the Period Ended 31 December 2024

2. Employees

2024 2023
Average number of employees during the period 12 12

HOLISTIC ESTATE PLANNING SOLUTIONS LIMITED

Notes to the Financial Statements

for the Period Ended 31 December 2024

3. Intangible Assets

Total
Cost £
At 01 January 2024 0
Additions 19,105
At 31 December 2024 19,105
Amortisation
At 01 January 2024 0
Charge for year 2,228
At 31 December 2024 2,228
Net book value
At 31 December 2024 16,877
At 31 December 2023 0

HOLISTIC ESTATE PLANNING SOLUTIONS LIMITED

Notes to the Financial Statements

for the Period Ended 31 December 2024

4. Tangible Assets

Total
Cost £
At 01 January 2024 17,345
Additions 5,165
At 31 December 2024 22,510
Depreciation
At 01 January 2024 14,083
Charge for year 1,097
At 31 December 2024 15,180
Net book value
At 31 December 2024 7,330
At 31 December 2023 3,262