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Company No: SC175672 (Scotland)

J G ROSS (HOLDINGS) LIMITED

Financial Statements
For the financial year ended 30 March 2025
Pages for filing with the registrar

J G ROSS (HOLDINGS) LIMITED

Financial Statements

For the financial year ended 30 March 2025

Contents

J G ROSS (HOLDINGS) LIMITED

BALANCE SHEET

As at 30 March 2025
J G ROSS (HOLDINGS) LIMITED

BALANCE SHEET (continued)

As at 30 March 2025
Note 2025 2024
£ £
Fixed assets
Tangible assets 3 9,315,391 9,480,960
9,315,391 9,480,960
Current assets
Debtors 4 148,037 21,915
Cash at bank and in hand 24,024 20,072
172,061 41,987
Creditors: amounts falling due within one year 5 ( 3,797,468) ( 3,415,461)
Net current liabilities (3,625,407) (3,373,474)
Total assets less current liabilities 5,689,984 6,107,486
Provision for liabilities ( 330,110) ( 363,277)
Net assets 5,359,874 5,744,209
Capital and reserves
Called-up share capital 6 37,820 37,820
Share premium account 302,526 302,526
Revaluation reserve 3,925,223 3,925,223
Profit and loss account 1,094,305 1,478,640
Total shareholder's funds 5,359,874 5,744,209

The financial statements have been prepared and delivered in accordance with the provisions applicable to companies subject to the small companies regime and a copy of the Profit and Loss Account has not been delivered.

The financial statements of J G Ross (Holdings) Limited (registered number: SC175672) were approved and authorised for issue by the Board of Directors on 18 September 2025. They were signed on its behalf by:

G J Ross
Director
J G ROSS (HOLDINGS) LIMITED

NOTES TO THE FINANCIAL STATEMENTS

For the financial year ended 30 March 2025
J G ROSS (HOLDINGS) LIMITED

NOTES TO THE FINANCIAL STATEMENTS

For the financial year ended 30 March 2025
1. Accounting policies

The principal accounting policies are summarised below. They have all been applied consistently throughout the financial year and to the preceding financial year, unless otherwise stated.

General information and basis of accounting

J G Ross (Holdings) Limited (the Company) is a private company, limited by shares, incorporated in the United Kingdom under the Companies Act 2006 and is registered in Scotland. The address of the company's registered office is J G Ross (Bakers) Ltd Highclere Business Park,, Highclere Way, Inverurie, AB51 5QW, United Kingdom.

The financial statements have been prepared under the historical cost convention, modified to include the revaluation of freehold properties and to include investment properties and certain items at fair value, and in accordance with Section 1A of Financial Reporting Standard 102 (FRS 102) ‘The Financial Reporting Standard applicable in the UK and Republic of Ireland’ issued by the Financial Reporting Council and the requirements of the Companies Act 2006 as applicable to companies subject to the small companies regime.

The financial statements are presented in pounds sterling which is the functional currency of the Company and rounded to the nearest £.

Going concern

At 30 March 2025, the company has net current liabilities of £3,625,407 (2024 - £3,373,474) which includes amounts due to its parent company of £3,621,113 (2024 - £2,844,105). The directors have confirmed that the parent company will not seek repayment of this amount for a period of at least twelve months from signing these financial statements.

The financial statements have been prepared on the going concern basis which assumes that the company will continue to trade. This assumption is based upon assurances received from the directors that it is their intention to provide such assistance as is required to enable the company to meet its financial commitments. If the company were unable to continue to trade, adjustments would have to be made to reduce the value of the assets to their recoverable amount and to provide for any further liabilities that might arise.

Turnover

Turnover is recognised at the fair value of the rental income received or receivable in the normal course of business, and is shown net of VAT and other sales related taxes. The rental income is recognised in the period to which it relates.

Taxation

Current tax
The tax currently payable is based on taxable profit for the year. Taxable profit differs from net profit as reported in the profit and loss account because it excludes items of income or expense that are taxable or deductible in other years and it further excludes items that are never taxable or deductible. The company’s liability for current tax is calculated using tax rates that have been enacted or substantively enacted by the reporting end date.

Deferred tax
Deferred tax liabilities are generally recognised for all timing differences and deferred tax assets are recognised to the extent that it is probable that they will be recovered against the reversal of deferred tax liabilities or other future taxable profits. Such assets and liabilities are not recognised if the timing difference arises from goodwill or from the initial recognition of other assets and liabilities in a transaction that affects neither the tax profit nor the accounting profit.

The carrying amount of deferred tax assets is reviewed at each reporting end date and reduced to the extent that it is no longer probable that sufficient taxable profits will be available to allow all or part of the asset to be recovered. Deferred tax is calculated at the tax rates that are expected to apply in the period when the liability is settled or the asset is realised. Deferred tax is charged or credited in the profit and loss account, except when it relates to items charged or credited directly to equity, in which case the deferred tax is also dealt with in equity. Deferred tax assets and liabilities are offset when the company has a legally enforceable right to offset current tax assets and liabilities and the deferred tax assets and liabilities relate to taxes levied by the same tax authority.

Tangible fixed assets

Tangible fixed assets are stated at cost or valuation, net of depreciation and any provision for impairment. Depreciation is provided on all tangible fixed assets, other than investment property and freehold land, at rates calculated to write off the cost or valuation, less estimated residual value, of each asset on a straight-line or reducing balance basis over its expected useful life, as follows:

Land and buildings 50 years straight line

Residual value represents the estimated amount which would currently be obtained from disposal of an asset, after deducting estimated costs of disposal, if the asset were already of the age and in the condition expected at the end of its useful life.

Land is not depreciated.

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.

Properties whose fair value can be measured reliably are held under the revaluation model and are carried at a revalued amount, being their fair value at the date of valuation less any subsequent accumulated depreciation and subsequent accumulated impairment losses. The fair value of the land and buildings is usually considered to be their market value.

Revaluation gains and losses are recognised in other comprehensive income and accumulated in equity, except to the extent that a revaluation gain reverses a revaluation loss previously recognised in profit or loss or a revaluation loss exceeds the accumulated revaluation gains recognised in equity; such gains and losses are recognised in profit or loss.

Impairment of assets

Assets, other than those measured at fair value, are assessed for indicators of impairment at each Balance Sheet date. If there is objective evidence of impairment, an impairment loss is recognised in the Profit and Loss Account as described below.

Non-financial assets
At each balance sheet date, the company reviews its tangible and intangible assets to determine whether there is any indication that those assets have suffered an impairment loss.

If any such indication exists, the recoverable amount of the asset is estimated in order to determine the extent of the impairment loss (if any). The recoverable amount of an asset is the higher of its fair value less costs to sell and its value in use. In assessing value in use, the estimated future cash flows are discounted to their present value using a pre-tax discount rate that reflects current market assessments of the time value of money and the risks specific to the asset for which the estimates of future cash flows have not been adjusted.

Where it is not possible to estimate the recoverable amount of an individual asset, the company estimates the recoverable amount of the cash-generating unit to which the asset belongs. An impairment loss is recognised immediately in profit or loss, unless the relevant asset is carried at a revalued amount, in which case the impairment loss is treated as a revaluation decrease.

Recognised impairment losses are reversed if, and only if, the reasons for the impairment loss have ceased to apply. Where an impairment loss subsequently reverses, the carrying amount of the asset (or cash-generating unit) is increased to the revised estimate of its recoverable amount, but so that the increased carrying amount does not exceed the carrying amount that would have been determined had no impairment loss been recognised for the asset (or cash-generating unit) in prior years. A reversal of an impairment loss is recognised immediately in profit or loss, unless the relevant asset is carried at a revalued amount, in which case the reversal of the impairment loss is treated as a revaluation increase.

Financial assets
An asset is impaired where there is objective evidence that, as a result of one or more events that occurred after initial recognition, the estimated recoverable value of the asset has been reduced. The recoverable amount of an asset is the higher of its fair value less costs to sell and its value in use.

Where indicators exist for a decrease in impairment loss, the prior impairment loss is tested to determine reversal. An impairment loss is reversed on an individual impaired asset to the extent that the revised recoverable value does not lead to a revised carrying amount higher than the carrying value had no impairment been recognised.

For financial assets carried at amortised cost, the amount of impairment is the difference between the asset’s carrying amount and the present value of estimated future cash flows, discounted at the financial asset’s original effective interest rate.

For financial assets carried at cost less impairment, the impairment loss is the difference between the asset’s carrying amount and the best estimate of the amount that would be received for the asset if it were to be sold at the reporting date.

Where indicators exist for a decrease in impairment loss, and the decrease can be related objectively to an event occurring after the impairment was recognised, the prior impairment loss is tested to determine reversal. An impairment loss is reversed on an individual impaired financial asset to the extent that the revised recoverable value does not lead to a revised carrying amount higher than the carrying value had no impairment been recognised.

Cash and cash equivalents

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 creditors: amounts falling due within one year.

Financial instruments

Financial assets and financial liabilities are recognised when the Company becomes a party to the contractual provisions of the instrument.

Financial liabilities and equity instruments are classified according to the substance of the contractual arrangements entered into. An equity instrument is any contract that evidences a residual interest in the assets of the Company after deducting all of its liabilities.

Financial assets and liabilities are only offset in the Balance Sheet when, and only when there exists a legally enforceable right to set off the recognised amounts and the Company intends either to settle on a net basis, or to realise the asset and settle the liability simultaneously.

Basic financial assets
Basic financial assets, which include debtors and cash and bank balances, are initially measured at transaction price including transaction costs and are subsequently carried at amortised cost using the effective interest method 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. Financial assets classified as receivable within one year are not amortised.

Financial assets are derecognised when and only when the contractual rights to the cash flows from the financial asset expire or are settled, or the Company transfers to another party substantially all of the risks and rewards of ownership of the financial asset, or the Company, despite having retained some, but not all, significant risks and rewards of ownership, has transferred control of the asset to another party.

Basic financial liabilities
Basic financial liabilities, including creditors, bank loans, loans from fellow group companies and preference shares that are classified as debt, are initially recognised at transaction price unless the arrangement constitutes a financing transaction, where the debt instrument is measured at the present value of the future payments discounted at a market rate of interest. Financial liabilities classified as payable within one year are not amortised.

Debt instruments are subsequently carried at amortised cost, using the effective interest rate method.

Trade creditors are obligations to pay for goods or services that have been acquired in the ordinary course of business from suppliers. Amounts payable are classified as current liabilities if payment is due within one year or less. If not, they are presented as non-current liabilities. Trade creditors are recognised initially at transaction price and subsequently measured at amortised cost using the effective interest method.

Financial liabilities are derecognised when the company’s contractual obligations expire or are discharged or cancelled.

Equity instruments
Equity instruments issued by the company are recorded at the fair value of cash or other resources received or receivable, net of direct issue costs. If payment is deferred and the time value of money is material, the initial measurement is on a present value basis. Dividends payable on equity instruments are recognised as liabilities once they are no longer at the discretion of the company.

Provisions

Provisions are recognised when the company has a present obligation (legal or constructive) as a result of a past event, it is probable that the company will be required to settle that obligation and a reliable estimate can be made of the amount of the obligation.

The amount recognised as a provision is the best estimate of the consideration required to settle the present obligation at the Balance Sheet date, taking into account the risks and uncertainties surrounding the obligation. Where a provision is measured using the cash flows estimated to settle the present obligation, its carrying amount is the present value of those cash flows (when the effect of the time value of money is material).

When some or all of the economic benefits required to settle a provision are expected to be recovered from a third party, a receivable is recognised as an asset if it is virtually certain that reimbursement will be received and the amount of the receivable can be measured reliably.

2. Employees

2025 2024
Number Number
Monthly average number of directors 2 2

3. Tangible assets

Land and buildings Total
£ £
Cost
At 31 March 2024 9,788,122 9,788,122
Additions 3,350 3,350
At 30 March 2025 9,791,472 9,791,472
Accumulated depreciation
At 31 March 2024 307,162 307,162
Charge for the financial year 168,919 168,919
At 30 March 2025 476,081 476,081
Net book value
At 30 March 2025 9,315,391 9,315,391
At 30 March 2024 9,480,960 9,480,960

Revaluation of tangible assets

The properties were valued by FG Burnett Chartered Surveyors in March 2022 on the basis of their fair value, using the RICS valuation - Professional Standards (January 2014 edition) incorporating IVSC International Valuation Standards. In applying these standards, one of the group's properties has been valued using the Depreciated Replacement Cost method.

If revalued assets were stated on a historical cost basis rather than a fair value basis, the total amounts included would have been as follows:

2025 2024
£ £
Historical cost 7,112,281 7,108,931
Accumulated depreciation (2,016,673) (1,847,754)
Carrying value 5,095,608 5,261,177

4. Debtors

2025 2024
£ £
Amounts owed by group undertakings 113,814 0
Other debtors 34,223 21,915
148,037 21,915

5. Creditors: amounts falling due within one year

2025 2024
£ £
Amounts owed to group undertakings 3,621,113 3,085,971
Corporation tax 160,883 136,998
Other creditors 15,472 192,492
3,797,468 3,415,461

6. Called-up share capital

2025 2024
£ £
Allotted, called-up and fully-paid
37,820 Ordinary shares of £ 1.00 each 37,820 37,820

7. Financial commitments

Commitments

Lessor

At the reporting end date the company had contracted with tenants for the following minimum lease payments:

2025 2024
£ £
Total future minimum lease payments under non-cancellable operating lease 205,194 249,994

8. Related party transactions

The company has taken advantage of the exemption available in accordance with section 33 of FRS102 'Related Party Disclosures' not to disclose related party transactions with any wholly owned members of the group.

9. Security

Virgin Money PLC holds a floating charge over the company's assets and a guarantee supported by standard security over one of the properties.

10. Audit Opinion

The auditor's report on the accounts for the financial year ended 30 March 2025 was unqualified.

The audit report was signed by Derek Petrie MA (Hons) CA on behalf of Hall Morrice LLP.

11. Ultimate controlling party

The immediate parent company and the ultimate parent company is J G Ross of Inverurie Ltd., a company incorporated in Scotland.

The largest entity into which the results are consolidated is J G Ross of Inverurie Ltd., and these accounts are accessible via UK Companies House.