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Company No: 01905896 (England and Wales)

HEATHSIDE INVESTMENTS LIMITED

Unaudited Financial Statements
For the financial year ended 31 December 2024
Pages for filing with the registrar

HEATHSIDE INVESTMENTS LIMITED

Unaudited Financial Statements

For the financial year ended 31 December 2024

Contents

HEATHSIDE INVESTMENTS LIMITED

STATEMENT OF FINANCIAL POSITION

As at 31 December 2024
HEATHSIDE INVESTMENTS LIMITED

STATEMENT OF FINANCIAL POSITION (continued)

As at 31 December 2024
Note 2024 2023
£ £
Fixed assets
Tangible assets 3 6,795 3,807
Investments 4 6,066,600 6,119,853
6,073,395 6,123,660
Current assets
Debtors
- due within one year 5 377,106 695,779
- due after more than one year 5 193,000 377,591
Cash at bank and in hand 855,511 941,476
1,425,617 2,014,846
Creditors: amounts falling due within one year 6 ( 3,939,349) ( 4,721,139)
Net current liabilities (2,513,732) (2,706,293)
Total assets less current liabilities 3,559,663 3,417,367
Net assets 3,559,663 3,417,367
Capital and reserves
Called-up share capital 7 100 100
Profit and loss account 3,559,563 3,417,267
Total shareholders' funds 3,559,663 3,417,367

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

Directors' responsibilities:

The financial statements of Heathside Investments Limited (registered number: 01905896) were approved and authorised for issue by the Board of Directors. They were signed on its behalf by:

Sir H Solomon
Director

25 September 2025

HEATHSIDE INVESTMENTS LIMITED

NOTES TO THE FINANCIAL STATEMENTS

For the financial year ended 31 December 2024
HEATHSIDE INVESTMENTS LIMITED

NOTES TO THE FINANCIAL STATEMENTS

For the financial year ended 31 December 2024
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

Heathside Investments Limited (the Company) is a private company, limited by shares, incorporated in the United Kingdom under the Companies Act 2006 and is registered in England and Wales. The address of the Company's registered office is 35 Ballards Lane, London, N3 1XW, England, United Kingdom.

The principal activity of the Company continued to be that of investment and management consultancy.

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 £.

Foreign currency

Transactions in foreign currencies are recorded at the rate of exchange at the date of the transaction. Monetary assets and liabilities denominated in foreign currencies at the Statement of Financial Position date are reported at the rates of exchange prevailing at that date.

Exchange differences are recognised in the Statement of Income and Retained Earnings in the period in which they arise except for exchange differences arising on gains or losses on non-monetary items which are recognised in the Statement of Comprehensive Income.

Turnover

Turnover represents amounts receivable for services net of VAT and trade discounts.

Investment income comprises income and realised gains from investment holdings. Income is accounted for on a receivable basis. Dividends are recognised on the date on which the related investment is marked ex-dividend. Interest, both receivable and payable, is accrued up to the balance sheet date. Realised gains or losses represent the difference between proceeds of disposal and original cost less any prior provision for permanent diminution in value.

Interest income

Interest income is recognised when it is probable that the economic benefits will flow to the Company and the amount of revenue can be measured reliably. Interest income is accrued on a time basis, by reference to the principal outstanding at the effective interest rate applicable, which is the rate that exactly discounts estimated future cash receipts through the expected life of the financial asset to that asset's net carrying amount on initial recognition.

Dividend income

Dividend income from investments is recognised when the shareholders' rights to receive payment have been established (provided that it is probable that the economic benefits will flow to the company and the amount of revenue can be measured reliably).

Employee benefits

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

The cost of any unused holiday entitlement is recognised in the period in which the employee’s services are received.

Termination benefits are recognised as an expense when the company is demonstrably committed to terminate the employment of an employee or to provide termination benefits.

Defined contribution schemes
The company operates a defined contribution scheme. The amount charged to the Statement of Income and Retained Earnings in respect of pension costs and other post-retirement benefits is the contributions payable in the financial year. Differences between contributions payable in the financial year and contributions actually paid are included as either accruals or prepayments in the Statement of Financial Position.

Finance costs

Finance costs are charged to the Statement of Income and Retained Earnings over the term of the debt using the effective interest method so the amount charged is at a constant rate on the carrying amount. Issue costs are initially recognised as a reduction in the proceeds of the associated capital instrument.

Taxation

Current tax
Current tax is provided at amounts expected to be paid (or recoverable) using the tax rates and laws that have been enacted or substantively enacted at the Statement of Financial Position date.

Deferred tax
Deferred tax arises as a result of including items of income and expenditure in taxation computations in periods different from those in which they are included in the company's financial statements. Deferred tax is provided in full on timing differences which result in an obligation to pay more or less tax at a future date, at the average tax rates that are expected to apply when the timing differences reverse, based on current tax rates and laws. Deferred tax assets and liabilities are not discounted.

The carrying amount of deferred tax assets are reviewed at each reporting date and a valuation allowance is set up against deferred tax assets so that the net carrying amount equals the highest amount that is more likely than not to be recovered based on current or future taxable profit.

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 depreciated over the life of the lease
Plant and machinery etc. 25 % reducing balance

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.

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.

Fixed asset investments

Unlisted investments are stated at historic cost less provision for permanent diminution in value. Provisions for permanent diminution of unlisted investments are taken to the profit and loss accounts.

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

The Company only enters into basic financial instruments and transactions that result in the recognition of financial assets and liabilities like trade and other debtors and creditors, loans from banks and other third parties, loans to and from related parties and investments in non-puttable ordinary shares.

Financial assets
Basic financial assets, including trade and other debtors, and amounts due from related companies, are initially recognised at transaction price, 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.

Such assets are subsequently carried at amortised cost using the effective interest method.

At the end of each reporting period financial assets measured at amortised cost are assessed for objective evidence of impairment. If an asset is impaired the impairment loss is the difference between the carrying amount and the present value of the estimated cash flows discounted at the asset’s original effective interest rate. The impairment loss is recognised in the Statement of Income and Retained Earnings.

Financial assets are derecognised when (a) the contractual rights to the cash flows from the asset expire or are settled, or (b) substantially all the risks and rewards of the ownership of the asset are transferred to another party or (c) control of the asset has been transferred to another party who has the practical ability to unilaterally sell the asset to an unrelated third party without imposing additional restrictions.

Financial liabilities
Basic financial liabilities, including trade and other creditors and accruals, 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 receipts discounted at a market rate of interest.

Trade creditors are obligations to pay for goods or services that have been acquired in the ordinary course of business from suppliers. Trade creditors 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.

**Offsetting**
Financial assets and liabilities are offset and the net amounts presented in the financial statements when there is a legally enforceable right to set off the recognised amounts and there is an intention to settle on a net basis or to realise the asset and settle the liability simultaneously. Financial liabilities are derecognised when the liability is extinguished, that is when the contractual obligation is discharged, cancelled or expires.

Financial assets and liabilities are offset and the net amounts presented in the financial statements when there is a legally enforceable right to set off the recognised amounts and there is an intention to settle on a net basis or to realise the asset and settle the liability simultaneously.

Investments
Listed investments are treated as current and initially measured at transaction price excluding transaction costs, and are subsequently measured at fair value at each reporting date. Changes in fair value are recognised in profit or loss. Transaction costs are expensed to profit or loss as incurred.

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. 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 Statement of Financial Position 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 its virtually that reimbursed will be received and the amount of the receivable can be measured reliably.

Dividends

Equity dividends are recognised when they become legally payable. Interim equity dividends are recognised when paid. Final equity dividends are recognised when approved by the shareholders at an annual general meeting.

Basis for impairment

Investments are reviewed periodically to compare investment cost with estimated market values taking into account all relevant market and trading data known at the time. Where a market valuation below cost is perceived as long term, an impairment against the investment is recognised at the close of business on the balance sheet date.

Where the reasons for impairment have ceased to apply, the impairment is written back to the extent it is no longer necessary.

2. Employees

2024 2023
Number Number
Monthly average number of persons employed by the company during the year, including directors 5 5

3. Tangible assets

Land and buildings Plant and machinery etc. Total
£ £ £
Cost
At 01 January 2024 188,293 148,807 337,100
Additions 0 5,148 5,148
At 31 December 2024 188,293 153,955 342,248
Accumulated depreciation
At 01 January 2024 188,293 145,000 333,293
Charge for the financial year 0 2,160 2,160
At 31 December 2024 188,293 147,160 335,453
Net book value
At 31 December 2024 0 6,795 6,795
At 31 December 2023 0 3,807 3,807

4. Fixed asset investments

2024 2023
£ £
Other investments and loans 6,066,600 6,119,853

Other investments Total
£ £
Cost or valuation before impairment
At 01 January 2024 6,119,853 6,119,853
Additions 2,047,472 2,047,472
Disposals ( 2,274,954) ( 2,274,954)
Movement in fair value 174,229 174,229
At 31 December 2024 6,066,600 6,066,600
Carrying value at 31 December 2024 6,066,600 6,066,600
Carrying value at 31 December 2023 6,119,853 6,119,853

5. Debtors

2024 2023
£ £
Debtors: amounts falling due within one year
Trade debtors 25,054 28,229
Other debtors 352,052 667,550
377,106 695,779
Debtors: amounts falling due after more than one year
Other debtors 193,000 377,591

Included within other debtors is a loan of £193,000, which is repayable more than one year from the reporting date. The loan agreement was entered into in August 2023, with a scheduled repayment date five years from that date.

Interest on the loan accrues daily and is payable monthly at a fixed rate of £700. Any unpaid interest will continue to accrue and will be settled alongside the outstanding principal on the repayment date.

6. Creditors: amounts falling due within one year

2024 2023
£ £
Trade creditors 41,542 57,348
Other taxation and social security 15,317 3,451
Other creditors 3,882,490 4,660,340
3,939,349 4,721,139

7. Called-up share capital

2024 2023
£ £
Allotted, called-up and fully-paid
100 Ordinary shares of £ 1.00 each 100 100

The shares have attached to them full voting, dividend and capital distribution (including on winding up) rights; they do not confer any rights or redemption.

8. Financial commitments

Commitments

Total future minimum lease payments under non-cancellable operating leases are as follows:

2024 2023
£ £
within one year 150,000 150,000
between one and five years 383,836 533,836
533,836 683,836

9. Related party transactions

Included in other creditors is an amount of £4,716 (2023: £4,716) owed by a company in which Sir H Solomon is a shareholder at the balance sheet date.

At the year end the company was owed £Nil (2023: £377,591) by Lola's Cupcakes (Holdings) Limited, a company where the parent undertaking has a common director. In addition, a charge of £30,000 has been included within Consultancy fees receivable.

10. Ultimate controlling party

The company is controlled by Sir H Solomon by virtue of his shareholding.