Limited Liability Partnership registration number OC330866 (England and Wales)
CRAUFURD HALE LLP
ANNUAL REPORT AND UNAUDITED FINANCIAL STATEMENTS
FOR THE PERIOD ENDED 28 OCTOBER 2024
CRAUFURD HALE LLP
LIMITED LIABILITY PARTNERSHIP INFORMATION
Designated members
Mr A I Wilson
Mr A R Wardle
Wilson Partners Limited
Limited liability partnership number
OC330866
Registered office
c/o Wilson Partners Limited
Ground Floor, Arena Court
Crown Lane
MAIDENNHEAD
SL6 8QZ
Business address
c/o Wilson Partners Limited
Ground Floor, Arena Court
Crown Lane
MAIDENNHEAD
SL6 8QZ
CRAUFURD HALE LLP
CONTENTS
Page
Members' report
1
Members' responsibilities statement
2
Profit and loss account
3
Balance sheet
4 - 5
Notes to the financial statements
6 - 9
CRAUFURD HALE LLP
MEMBERS' REPORT
FOR THE PERIOD ENDED 28 OCTOBER 2024
- 1 -

The members present their annual report and financial statements for the period ended 28 October 2024.

Principal activities
The principal activity of the company continued to be that of accountants and tax advisers.
Members' drawings, contributions and repayments

The members' drawing policy allows each member to draw a proportion of their profit share, subject to the cash requirements of the business.

 

A member's capital requirement is linked to their share of profit and the financing requirement of the limited liability partnership. There is no opportunity for appreciation of the capital subscribed. Just as incoming members introduce their capital at "par", so the retiring members are repaid their capital at "par".

Designated members

The designated members who held office during the period and up to the date of signature of the financial statements were as follows:

Mr S M Egan
(Resigned 29 October 2024)
Mr D Cole
(Resigned 29 October 2024)
Mr A I Wilson
(Appointed 29 October 2024)
Mr A R Wardle
(Appointed 29 October 2024)
Wilson Partners Limited
(Appointed 29 October 2024)
Approved by the members on 19 September 2025 and signed on behalf by:
19 September 2025
Mr A I Wilson
Designated Member
CRAUFURD HALE LLP
MEMBERS' RESPONSIBILITIES STATEMENT
FOR THE PERIOD ENDED 28 OCTOBER 2024
- 2 -

The members are responsible for preparing the annual report and the financial statements in accordance with applicable law and regulations.

 

Company law (as applied by The Limited Liability Partnerships (Accounts and Audit) (Application of Companies Act 2006) Regulations 2008) requires the members to prepare financial statements for each financial year. Under that law the members have elected to prepare the financial statements in accordance with United Kingdom Generally Accepted Accounting Practice. Under company law (as applied by The Limited Liability Partnerships (Accounts and Audit) (Application of Companies Act 2006) Regulations 2008) the members must not approve the financial statements unless they are satisfied that they give a true and fair view of the state of affairs of the limited liability partnership and of the profit or loss of the limited liability partnership for that period. In preparing these financial statements, the members are required to:

 

The members are responsible for keeping adequate accounting records that are sufficient to show and explain the limited liability partnership’s transactions and disclose with reasonable accuracy at any time the financial position of the limited liability partnership and enable them to ensure that the financial statements comply with the Companies Act 2006 (as applied by The Limited Liability Partnerships (Accounts and Audit) (Application of Companies Act 2006) Regulations 2008). They are also responsible for safeguarding the assets of the limited liability partnership and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

CRAUFURD HALE LLP
PROFIT AND LOSS ACCOUNT
FOR THE PERIOD ENDED 28 OCTOBER 2024
- 3 -
Period
ended
ended
28 October
31 March
2024
2024
Notes
£
£
Gross profit
894,336
1,324,400
Administrative expenses
(456,723)
(852,087)
Operating profit
437,613
472,313
Interest receivable and similar income
974
2,055
Interest payable and similar expenses
(2,232)
(3,051)
Profit for the financial period before taxation
436,355
471,317
Profit for the financial period before members' remuneration and profit shares
436,355
471,317
Profit for the financial period before members' remuneration and profit shares
436,355
471,317
Members' profit shares
(436,355)
(471,317)
Result for the financial period after profit allocation
-
-
CRAUFURD HALE LLP
BALANCE SHEET
AS AT 28 OCTOBER 2024
28 October 2024
- 4 -
28 October 2024
31 March 2024
Notes
£
£
£
£
Fixed assets
Tangible assets
4
49,263
57,669
Current assets
Debtors
831,691
826,027
Cash at bank and in hand
72,048
102
903,739
826,129
Creditors: amounts falling due within one year
(489,995)
(520,851)
Net current assets
413,744
305,278
Total assets less current liabilities
463,007
362,947
Creditors: amounts falling due after more than one year
-
(15,499)
Net assets attributable to members
463,007
347,448
Represented by:
Loans and other debts due to members within one year
Amounts due in respect of profits
449,142
308,733
Other amounts
3,865
28,715
453,007
337,448
Members' other interests
Members' capital classified as equity
10,000
10,000
463,007
347,448
CRAUFURD HALE LLP
BALANCE SHEET (CONTINUED)
AS AT 28 OCTOBER 2024
28 October 2024
- 5 -

For the financial period ended 28 October 2024 the limited liability partnership was entitled to exemption from audit under section 477 of the Companies Act 2006 as applied by the Limited Liability Partnerships (Accounts and Audit) (Application of Companies Act 2006) Regulations 2008 relating to small limited liability partnerships.

The members acknowledge their responsibilities for complying with the requirements of the Act as applied to limited liability partnerships with respect to accounting records and the preparation of accounts.

These financial statements have been prepared in accordance with the provisions applicable to limited liability partnerships subject to the small limited liability partnerships regime.

In accordance with section 444 of the Companies Act 2006 as applied by the Limited Liability Partnerships (Accounts and Audit) (Application of the Companies Act 2006) Regulations 2008, all of the members of the limited liability partnership have consented to the abridgement of the financial statements pursuant to paragraph 1A of Schedule 1 to the Small Limited Liability Partnerships (Accounts) Regulations (SI 2008/1912)(a).

The financial statements were approved by the members and authorised for issue on 19 September 2025 and are signed on their behalf by:
19 September 2025
Mr A I Wilson
Designated member
Limited Liability Partnership registration number OC330866 (England and Wales)
CRAUFURD HALE LLP
NOTES TO THE FINANCIAL STATEMENTS
FOR THE PERIOD ENDED 28 OCTOBER 2024
- 6 -
1
Accounting policies
Limited liability partnership information

Craufurd Hale LLP is a limited liability partnership incorporated in England and Wales. The registered office is c/o Wilson Partners Limited, Ground Floor, Arena Court, Crown Lane, MAIDENNHEAD, SL6 8QZ.

 

The limited liability partnership's principal activities are disclosed in the Members' Report.

1.1
Accounting convention

These financial statements have been prepared in accordance with the Statement of Recommended Practice "Accounting by Limited Liability Partnerships" issued in December 2021, together with FRS 102 “The Financial Reporting Standard applicable in the UK and Republic of Ireland” (“FRS 102”) and the requirements of the Companies Act 2006 as applicable to companies subject to the small companies regime. The disclosure requirements of section 1A of FRS 102 have been applied other than where additional disclosure is required to show a true and fair view.

The financial statements are prepared in sterling, which is the functional currency of the limited liability partnership. Monetary amounts in these financial statements are rounded to the nearest £.

The financial statements have been prepared under the historical cost convention. The principal accounting policies adopted are set out below.

1.2
Reporting period

The Limited Liability Partnership's accounting period has been shortened to 28 October 2024 due to the sale of the members interests on that date to Wilson Partners Limited. The comparative data represents the results for a full twelve month period.

1.3
Turnover
Turnover represents amounts receivable for services net of VAT and includes commission income.

Work which is incomplete at the balance sheet date is based on the estimated value it is likely to achieve net of amounts invoiced on account.

1.4
Members' participating interests

A member's participation rights, including amounts subscribed or otherwise contributed by members, are classed as liabilities except to the extent that amounts contributed have been agreed by the member to be treated as equity.

Profits are automatically divided as they arise.

Whilst the members’ agreement does not differentiate between profits and losses for profit sharing purposes, it does stipulate that the LLP cannot demand additional contributions from members, and as a result the LLP does not have an unconditional right to demand payment from members for losses. Therefore, to the extent that losses exceed the balance on capital and current accounts, they are not recognised as a recoverable asset and so remain within equity until such time as profits are generated to set them against.

In order to maintain sufficient working capital, the LLP can withhold payment from current or retiring members for a maximum period of five years. If this becomes relevant, material members’ participation rights would discounted over the period over which the LLP expects to settle them at a rate that approximates the market rate of interest for similar debt. The unwinding of the discount would be charged or released to members' remuneration charged as an expense whilst it relates to a member, and to "Interest payable and receivable" when it relates to amounts due to a former member.

CRAUFURD HALE LLP
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE PERIOD ENDED 28 OCTOBER 2024
1
Accounting policies
(Continued)
- 7 -
1.5
Tangible fixed assets

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

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:

Leasehold improvements
Over the term of the lease
Fixtures, fittings & equipment
25% straight line
Computer equipment
33.3% straight line
Motor vehicles
25% straight line

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 recognised in the profit and loss account.

1.6
Impairment of fixed assets

Fixed assets are reviewed for impairment only if the write down is likely to be material.

1.7
Cash at bank and in hand

Cash and cash equivalents are basic financial assets and include cash in hand, deposits held at call with banks, other short-term liquid investments with original maturities of three months or less, and bank overdrafts. Bank overdrafts are shown within borrowings in current liabilities.

1.8
Employee benefits

The costs of short-term employee benefits are recognised as a liability and an expense.

 

The cost of any unused holiday entitlement is not material.

1.9
Retirement benefits and post retirement payments to members

The limited liability partnership operates a defined contribution scheme for the benefit of its employees. Contributions payable are charged to the profit and loss account in the period they are payable.

Post retirement payments are made to members in the form of an annuity which is also charged to the profit and loss account in the year it is payable.

1.10
Leases

Rentals payable under operating leases, including any lease incentives received, are charged to income on a straight line basis over the term of the relevant lease.

2
Judgements and key sources of estimation uncertainty

In the application of the limited liability partnership’s accounting policies, the members are required to make judgements, estimates and assumptions about the carrying amount of assets and liabilities that are not readily apparent from other sources. The estimates and associated assumptions are based on historical experience and other factors that are considered to be relevant. Actual results may differ from these estimates.

 

The estimates and underlying assumptions are reviewed on an ongoing basis. Revisions to accounting estimates are recognised in the period in which the estimate is revised where the revision affects only that period, or in the period of the revision and future periods where the revision affects both current and future periods.

CRAUFURD HALE LLP
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE PERIOD ENDED 28 OCTOBER 2024
- 8 -
3
Employees

The average number of persons (excluding members) employed by the partnership during the period was:

2024
2024
Number
Number
Total
37
34
4
Tangible fixed assets
Total
£
Cost
At 1 April 2024
379,582
Additions
11,905
Disposals
(90,500)
At 28 October 2024
300,987
Depreciation and impairment
At 1 April 2024
321,913
Depreciation charged in the period
13,716
Eliminated in respect of disposals
(83,905)
At 28 October 2024
251,724
Carrying amount
At 28 October 2024
49,263
At 31 March 2024
57,669

Motor vehicles under finance leases are charged in favour of the leasing company.

5
Loans and other debts due to members

In the event of a winding up the amounts included in "Loans and other debts due to members" will rank equally with unsecured creditors.

CRAUFURD HALE LLP
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE PERIOD ENDED 28 OCTOBER 2024
- 9 -
6
Operating lease commitments
Lessee

 

At the reporting end date the limited liability partnership had outstanding commitments for future minimum lease payments under non-cancellable operating leases, as follows:

2024
2024
£
£
218,339
284,790
CRAUFURD HALE LLP
SCHEDULE OF ADMINISTRATIVE EXPENSES
FOR THE PERIOD ENDED 28 OCTOBER 2024
Period
ended
28 October
31 March
2024
2024
£
£
Administrative expenses
Wages and salaries
59,398
40,399
Employer's NI
2,952
5,488
Temporary staff
10,770
1,169
Canteen
68
450
Staff welfare
2,846
3,161
Staff training
26,696
41,386
Staff pension costs
369
802
Annuity
21,865
127,459
Rent
66,451
113,916
Service charge payable
26,805
45,406
Rates
34,398
47,200
Cleaning
3,633
5,705
Property repairs and maintenance
2,274
15,499
Insurance
4,292
5,539
Equipment repairs
650
1,190
IT - support and related charges
23,802
37,357
IT - website and internet
990
2,562
IT - software
66,402
94,159
Leasing - plant and machinery
2,432
5,631
Motor expenses
5,520
9,720
Travel and subsistence
2,031
1,961
Parking
8,281
11,251
Postage, courier and delivery charges
1,823
1,929
Subscriptions
13,394
25,044
Archiving and confidential waste
845
3,861
Legal and professional fees
7,375
7,022
Charitable donations
500
1,493
Bank charges
6,301
8,421
Direct debit charges
2,671
4,724
Credit card charges
1,336
750
Bad and doubtful debts
(7,307)
23,843
Professional indemnity insurance
16,987
30,549
Printing and stationery
6,857
5,987
Technical publications
5,659
13,213
Advertising and promotion
5,497
17,214
Telephone
13,865
22,230
Entertaining
8,043
6,424
Entertaining - non allowable
1,637
2,592
Sundry expenses
65
-
Recruitment fees
19,780
27,032
Depreciation of leasehold property
1,571
1,881
Depreciation of office equipment
7,747
12,623
Depreciation of computers
4,398
7,389
Depreciation of motor vehicles
3,403
10,456
Profit or loss on sale of tangible assets
(38,649)
-
456,723
852,087
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