Caseware UK (AP4) 2024.0.164 2024.0.164 2025-03-312025-03-312024-04-01falseThe principal activity of the company is that of wealth planning, business strategy, family business advisory services and an investment holding company.11falsetrueThe members have not required the company to obtain an audit in accordance with section 476 of the Companies Act 2006. 12472153 2024-04-01 2025-03-31 12472153 2023-04-01 2024-03-31 12472153 2025-03-31 12472153 2024-03-31 12472153 c:Director1 2024-04-01 2025-03-31 12472153 c:RegisteredOffice 2024-04-01 2025-03-31 12472153 d:ComputerEquipment 2024-04-01 2025-03-31 12472153 d:ComputerEquipment 2025-03-31 12472153 d:ComputerEquipment 2024-03-31 12472153 d:ComputerEquipment d:OwnedOrFreeholdAssets 2024-04-01 2025-03-31 12472153 d:CurrentFinancialInstruments 2025-03-31 12472153 d:CurrentFinancialInstruments 2024-03-31 12472153 d:CurrentFinancialInstruments d:WithinOneYear 2025-03-31 12472153 d:CurrentFinancialInstruments d:WithinOneYear 2024-03-31 12472153 d:ShareCapital 2025-03-31 12472153 d:ShareCapital 2024-03-31 12472153 d:RetainedEarningsAccumulatedLosses 2025-03-31 12472153 d:RetainedEarningsAccumulatedLosses 2024-03-31 12472153 d:FinancialAssetsDesignatedFairValueThroughProfitOrLoss 2025-03-31 12472153 d:FinancialAssetsDesignatedFairValueThroughProfitOrLoss 2024-03-31 12472153 c:OrdinaryShareClass1 2024-04-01 2025-03-31 12472153 c:OrdinaryShareClass1 2025-03-31 12472153 c:OrdinaryShareClass1 2024-03-31 12472153 c:FRS102 2024-04-01 2025-03-31 12472153 c:AuditExempt-NoAccountantsReport 2024-04-01 2025-03-31 12472153 c:FullAccounts 2024-04-01 2025-03-31 12472153 c:PrivateLimitedCompanyLtd 2024-04-01 2025-03-31 12472153 2 2024-04-01 2025-03-31 12472153 6 2024-04-01 2025-03-31 xbrli:shares iso4217:GBP xbrli:pure

Registered number: 12472153









THE OFFICES OF PHILIP MARCOVICI LIMITED







UNAUDITED

FINANCIAL STATEMENTS

INFORMATION FOR FILING WITH THE REGISTRAR

FOR THE YEAR ENDED 31 MARCH 2025

 
THE OFFICES OF PHILIP MARCOVICI LIMITED
 
 
COMPANY INFORMATION


Director
P Marcovici 




Registered number
12472153



Registered office
Eighth Floor
6 New Street Square

New Fetter Lane

London

EC4A 3AQ




Accountants
Rawlinson & Hunter LLP
Chartered Accountants

Eighth Floor

6 New Street Square

New Fetter Lane

London

EC4A 3AQ





 
THE OFFICES OF PHILIP MARCOVICI LIMITED
 

CONTENTS



Page
Balance Sheet
 
1 - 2
Notes to the Financial Statements
 
3 - 8


 
THE OFFICES OF PHILIP MARCOVICI LIMITED
REGISTERED NUMBER: 12472153

BALANCE SHEET
AS AT 31 MARCH 2025

2025
2024
Note
£
£

Fixed assets
  

Tangible assets
 4 
1,730
-

Investments
 5 
1,635,956
1,159,108

  
1,637,686
1,159,108

Current assets
  

Debtors: amounts falling due within one year
 6 
693,635
559,423

Cash at bank and in hand
 7 
187,027
143,033

  
880,662
702,456

Creditors: amounts falling due within one year
 8 
(168,778)
(155,263)

Net current assets
  
 
 
711,884
 
 
547,193

Total assets less current liabilities
  
2,349,570
1,706,301

  

Net assets
  
2,349,570
1,706,301


Capital and reserves
  

Called up share capital 
 10 
100
100

Profit and loss account
  
2,349,470
1,706,201

  
2,349,570
1,706,301


Page 1

 
THE OFFICES OF PHILIP MARCOVICI LIMITED
REGISTERED NUMBER: 12472153
    
BALANCE SHEET (CONTINUED)
AS AT 31 MARCH 2025

The director considers that the company is entitled to exemption from audit under section 477 of the Companies Act 2006 and members have not required the company to obtain an audit for the year in question in accordance with section 476 of the Companies Act 2006.

The director acknowledges his responsibilities for complying with the requirements of the Companies Act 2006 with respect to accounting records and the preparation of financial statements.

The financial statements have been prepared in accordance with the provisions applicable to companies subject to the small companies regime and in accordance with the provisions of FRS 102 Section 1A - small entities.

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

The company has opted not to file the profit and loss account in accordance with provisions applicable to companies subject to the small companies' regime.

The financial statements were approved and authorised for issue by the board and were signed on its behalf by: 




P Marcovici
Director

Date: 10 September 2025

The notes on pages 3 to 8 form part of these financial statements.

Page 2

 
THE OFFICES OF PHILIP MARCOVICI LIMITED
 
 
 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025

1.


General information

The Offices of Philip Marcovici Limited ("the company") is a private company, limited by shares, incorporated in England and Wales with registration number of 12472153. The registered office is Eighth Floor, 6 New Street Square, New Fetter Lane, London, EC4A 3AQ.

2.Accounting policies

 
2.1

Basis of preparation of financial statements

The financial statements have been prepared under the historical cost convention unless otherwise specified within these accounting policies and in accordance with Section 1A of Financial Reporting Standard 102, the Financial Reporting Standard applicable in the UK and the Republic of Ireland and the Companies Act 2006.

The following principal accounting policies have been applied:

  
2.2

Going concern

The financial statements have been prepared on a going concern basis which assumes the continued support of the shareholder for a period of at least one year from the date of signing of these financial statements, therefore the director considers the adoption of the going concern basis in preparing these financial statements is appropriate.

 
2.3

Foreign currency translation

Functional and presentation currency

The company's functional and presentational currency is GBP.

Transactions and balances

Foreign currency transactions are translated into the functional currency using the spot exchange rates at the dates of the transactions.

At each period end foreign currency monetary items are translated using the closing rate. Non-monetary items measured at historical cost are translated using the exchange rate at the date of the transaction and non-monetary items measured at fair value are measured using the exchange rate when fair value was determined.

Foreign exchange gains and losses resulting from the settlement of transactions and from the translation at period-end exchange rates of monetary assets and liabilities denominated in foreign currencies are recognised in profit or loss except when deferred in other comprehensive income as qualifying cash flow hedges.

Page 3

 
THE OFFICES OF PHILIP MARCOVICI LIMITED
 
 
 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025

2.Accounting policies (continued)

 
2.4

Revenue

Revenue is recognised to the extent that it is probable that the economic benefits will flow to the company and the revenue can be reliably measured. Revenue includes some income received from listed investments, in relation to investments held. Revenue is measured as the fair value of the consideration received or receivable, excluding discounts, rebates, value added tax and other sales taxes. The following criteria must also be met before revenue is recognised:

Rendering of services

Revenue includes some income received from listed investments, in relation to investments held. from a contract to provide services is recognised in the period in which the services are provided in accordance with the stage of completion of the contract when all of the following conditions are satisfied:
the amount of revenue can be measured reliably;
it is probable that the company will receive the consideration due under the contract;
the stage of completion of the contract at the end of the reporting period can be measured reliably; and
the costs incurred and the costs to complete the contract can be measured reliably.

 
2.5

Interest income

Interest income is recognised in profit or loss using the effective interest method.

 
2.6

Taxation

Tax is recognised in profit or loss except that a charge attributable to an item of income and expense recognised as other comprehensive income or to an item recognised directly in equity is also recognised in other comprehensive income or directly in equity respectively.

The current income tax charge is calculated on the basis of tax rates and laws that have been enacted or substantively enacted by the balance sheet date in the countries where the company operates and generates income.

 
2.7

Tangible fixed assets

Tangible fixed assets under the cost model are stated at historical cost less accumulated depreciation and any accumulated impairment losses. Historical cost includes expenditure that is directly attributable to bringing the asset to the location and condition necessary for it to be capable of operating in the manner intended by management.

Page 4

 
THE OFFICES OF PHILIP MARCOVICI LIMITED
 
 
 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025

2.Accounting policies (continued)


2.7
Tangible fixed assets (continued)

Depreciation is charged so as to allocate the cost of assets less their residual value over their estimated useful lives, using the straight-line method.

Depreciation is provided on the following basis:

Computer equipment
-
25%

The assets' residual values, useful lives and depreciation methods are reviewed, and adjusted prospectively if appropriate, or if there is an indication of a significant change since the last reporting date.

Gains and losses on disposals are determined by comparing the proceeds with the carrying amount and are recognised in profit or loss.

 
2.8

Valuation of investments

Investments in unlisted company shares, whose market value can be reliably determined, are remeasured to market value at each balance sheet date. Gains and losses on remeasurement are recognised in the Profit and Loss Account for the period. Where market value cannot be reliably determined, such investments are stated at historic cost less impairment.

Investments in listed company shares are remeasured to market value at each balance sheet date. Gains and losses on remeasurement are recognised in profit or loss for the period.

 
2.9

Debtors

Short-term debtors are measured at transaction price, less any impairment. Loans receivable are measured initially at fair value, net of transaction costs, and are measured subsequently at amortised cost using the effective interest method, less any impairment.

 
2.10

Cash and cash equivalents

Cash is represented by cash in hand and deposits with financial institutions repayable without penalty on notice of not more than 24 hours. Cash equivalents are highly liquid investments that mature in no more than three months from the date of acquisition and that are readily convertible to known amounts of cash with insignificant risk of change in value.

 
2.11

Creditors

Short-term creditors are measured at the transaction price. Other financial liabilities, including bank loans, are measured initially at fair value, net of transaction costs, and are measured subsequently at amortised cost using the effective interest method.

 
2.12

Financial instruments

The company has elected to apply the provisions of Section 11 “Basic Financial Instruments” of FRS 102 to all of its financial instruments.

Basic financial assets

Basic financial assets, which include trade and other debtors, cash and bank balances, are initially
Page 5

 
THE OFFICES OF PHILIP MARCOVICI LIMITED
 
 
 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025

2.Accounting policies (continued)


2.12
Financial instruments (continued)

measured at their transaction price (adjusted for transaction costs except in the initial measurement of financial assets that are subsequently measured at fair value through profit and loss) and are subsequently carried at their amortised cost using the effective interest method, less any provision for impairment, unless the arrangement constitutes a financing transaction, where the transaction is measured at the present value of the future receipts discounted at a market rate of interest.

Discounting is omitted where the effect of discounting is immaterial. The company's cash and cash equivalents, trade and most other debtors due with the operating cycle fall into this category of financial instruments.


3.


Employees

The average monthly number of employees, including directors, during the year was 1 (2024 - 1).


4.


Tangible fixed assets





Computer equipment

£



Cost or valuation


Additions
1,825



At 31 March 2025

1,825



Depreciation


Charge for the year on owned assets
95



At 31 March 2025

95



Net book value



At 31 March 2025
1,730



At 31 March 2024
-

Page 6

 
THE OFFICES OF PHILIP MARCOVICI LIMITED
 
 
 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025

5.


Fixed asset investments





Listed investments
Unlisted investments
Total

£
£
£



Cost or valuation


At 1 April 2024
1,157,583
1,525
1,159,108


Additions
330,936
-
330,936


Revaluations
145,912
-
145,912



At 31 March 2025
1,634,431
1,525
1,635,956




The cost of the listed investments as at 31 December 2024 was £1,492,646 (2024: £1,161,710).


6.


Debtors

2025
2024
£
£


Trade debtors
34,129
17,740

Other debtors
559,699
529,039

Prepayments and accrued income
99,807
12,644

693,635
559,423



7.


Cash and cash equivalents

2025
2024
£
£

Cash at bank and in hand
187,027
143,033

Less: bank overdrafts
-
(2,507)

187,027
140,526


Page 7

 
THE OFFICES OF PHILIP MARCOVICI LIMITED
 
 
 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025

8.


Creditors: Amounts falling due within one year

2025
2024
£
£

Bank overdrafts
-
2,507

Trade creditors
5,739
3,993

Corporation tax
129,906
95,062

Other taxation and social security
-
2,270

Other creditors
16,022
37,231

Accruals and deferred income
17,111
14,200

168,778
155,263



9.


Financial instruments

2025
2024
£
£

Financial assets


Financial assets measured at fair value through profit or loss
1,821,458
1,300,616




Financial assets measured at fair value through profit or loss comprise cash and cash equivalents and investments in listed shares. 


10.


Share capital

2025
2024
£
£
Allotted, called up and fully paid



100 (2024 - 100) Ordinary shares of £1.00 each
100
100



11.


Related party transactions

Included within other debtors due within one year (note 6) is a loan of £543,166 (2024: £529,039), due to an entity incorporated in BVI of which the director of The Offices of Philip Marcovici Limited is also a director of the BVI company. The loan is unsecured and interest free. The company has a 19% investment in this entity and is included in unlisted investments (note 5). 

During the year a total charitable donation of £63,957 (2024: Nil) was donated to a charity of which the director of The Offices of Philip Marcovici Limited is also a trustee of the charity.

 
Page 8