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REGISTERED NUMBER: NI617286 (Northern Ireland)















Unaudited Financial Statements for the Year Ended 31 March 2025

for

Anderson Wealth Planning Ltd.

Anderson Wealth Planning Ltd. (Registered number: NI617286)






Contents of the Financial Statements
for the Year Ended 31 March 2025




Page

Company Information 1

Balance Sheet 2

Notes to the Financial Statements 4


Anderson Wealth Planning Ltd.

Company Information
for the Year Ended 31 March 2025







DIRECTORS: J C V Eccles
Mrs C Anderson





SECRETARY:





REGISTERED OFFICE: Guardian Chartered Accountants
2 William Street
Newtownards
Co. Down
BT23 4AH





REGISTERED NUMBER: NI617286 (Northern Ireland)





ACCOUNTANTS: Shaw & Co
Chartered Certified Accountants
3 Colegate
Norwich
Norfolk
NR3 1BN

Anderson Wealth Planning Ltd. (Registered number: NI617286)

Balance Sheet
31 March 2025

31.3.25 31.3.24
Notes £    £    £    £   
FIXED ASSETS
Intangible assets 4 1,399,160 1,514,457
Tangible assets 5 30,436 37,529
1,429,596 1,551,986

CURRENT ASSETS
Debtors 6 5,000 5,000
Cash at bank 179,961 83,062
184,961 88,062
CREDITORS
Amounts falling due within one year 7 293,936 276,206
NET CURRENT LIABILITIES (108,975 ) (188,144 )
TOTAL ASSETS LESS CURRENT
LIABILITIES

1,320,621

1,363,842

CREDITORS
Amounts falling due after more than
one year

8

(313,534

)

(512,460

)

PROVISIONS FOR LIABILITIES (7,609 ) (9,382 )
NET ASSETS 999,478 842,000

Anderson Wealth Planning Ltd. (Registered number: NI617286)

Balance Sheet - continued
31 March 2025

31.3.25 31.3.24
Notes £    £    £    £   
CAPITAL AND RESERVES
Called up share capital 100 100
Retained earnings 999,378 841,900
999,478 842,000

The company is entitled to exemption from audit under Section 477 of the Companies Act 2006 for the year ended 31 March 2025.

The members have not required the company to obtain an audit of its financial statements for the year ended 31 March 2025 in accordance with Section 476 of the Companies Act 2006.

The directors acknowledge their responsibilities for:
(a)ensuring that the company keeps accounting records which comply with Sections 386 and 387 of the Companies Act 2006 and
(b)preparing financial statements which give a true and fair view of the state of affairs of the company as at the end of each financial year and of its profit or loss for each financial year in accordance with the requirements of Sections 394 and 395 and which otherwise comply with the requirements of the Companies Act 2006 relating to financial statements, so far as applicable to the company.

The financial statements have been prepared and delivered in accordance with the provisions applicable to companies subject to the small companies regime.

In accordance with Section 444 of the Companies Act 2006, the Income Statement has not been delivered.

The financial statements were approved by the Board of Directors and authorised for issue on 18 June 2025 and were signed on its behalf by:





Mrs C Anderson - Director


Anderson Wealth Planning Ltd. (Registered number: NI617286)

Notes to the Financial Statements
for the Year Ended 31 March 2025

1. STATUTORY INFORMATION

Anderson Wealth Planning Ltd. is a private company, limited by shares , registered in Northern Ireland. The company's registered number and registered office address can be found on the Company Information page.

2. ACCOUNTING POLICIES

Basis of preparing the financial statements
These financial statements have been prepared in accordance with Financial Reporting Standard 102 "The Financial Reporting Standard applicable in the UK and Republic of Ireland" including the provisions of Section 1A "Small Entities" and the Companies Act 2006. The financial statements have been prepared under the historical cost convention.

Goodwill
Goodwill, being the amount paid in connection with the acquisition of a business in 2020, is being amortised evenly over its estimated useful life of ten years.

Tangible fixed assets
Tangible fixed assets are initially measured at cost and subsequently measured at cost or valuation, net of depreciation and any impairment losses.

Depreciation is recognised so as to write off the cost or valuation of assets less their residual values over their useful lives on the following bases:

Fixtures and fittings - 25% reducing balance
Motor vehicles - 20% reducing balance

The gain or loss arising on the disposal of an asset is determined as the difference between the sale proceeds and the carrying value of the asset, and is credited or charged to profit or loss.

Taxation
Taxation for the year comprises current and deferred tax. Tax is recognised in the Income Statement, except to the extent that it relates to items recognised in other comprehensive income or directly in equity.

Current or deferred taxation assets and liabilities are not discounted.

Current tax is recognised at the amount of tax payable using the tax rates and laws that have been enacted or substantively enacted by the balance sheet date.


Anderson Wealth Planning Ltd. (Registered number: NI617286)

Notes to the Financial Statements - continued
for the Year Ended 31 March 2025

2. ACCOUNTING POLICIES - continued
Deferred tax
Deferred tax is recognised in respect of all timing differences that have originated but not reversed at the balance sheet date.

Timing differences arise from the inclusion of income and expenses in tax assessments in periods different from those in which they are recognised in financial statements. Deferred tax is measured using tax rates and laws that have been enacted or substantively enacted by the year end and that are expected to apply to the reversal of the timing difference.

Unrelieved tax losses and other deferred tax assets are recognised only to the extent that it is probable that they will be recovered against the reversal of deferred tax liabilities or other future taxable profits.

Hire purchase and leasing commitments
Rentals paid under operating leases are charged to profit or loss on a straight line basis over the period of the lease.

3. EMPLOYEES AND DIRECTORS

The average number of employees during the year was 6 (2024 - 7 ) .

4. INTANGIBLE FIXED ASSETS
Goodwill
£   
COST
At 1 April 2024
and 31 March 2025 2,305,949
AMORTISATION
At 1 April 2024 791,492
Charge for year 115,297
At 31 March 2025 906,789
NET BOOK VALUE
At 31 March 2025 1,399,160
At 31 March 2024 1,514,457

Anderson Wealth Planning Ltd. (Registered number: NI617286)

Notes to the Financial Statements - continued
for the Year Ended 31 March 2025

5. TANGIBLE FIXED ASSETS
Plant and
machinery
etc
£   
COST
At 1 April 2024 62,955
Additions 732
At 31 March 2025 63,687
DEPRECIATION
At 1 April 2024 25,426
Charge for year 7,825
At 31 March 2025 33,251
NET BOOK VALUE
At 31 March 2025 30,436
At 31 March 2024 37,529

6. DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
31.3.25 31.3.24
£    £   
Other debtors 5,000 5,000

7. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
31.3.25 31.3.24
£    £   
Bank loans and overdrafts 151,948 142,054
Taxation and social security 137,658 132,350
Other creditors 4,330 1,802
293,936 276,206

8. CREDITORS: AMOUNTS FALLING DUE AFTER MORE THAN
ONE YEAR
31.3.25 31.3.24
£    £   
Bank loans 313,534 512,460