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Baker & O'Brien (UK) Limited
























Directors' report and financial statements



For the year ended 31 December 2024



Registered number: 06662181

 
Baker & O'Brien (UK) Limited
 


Company Information


Directors
A Chandra 
T Rooney 




Registered number
06662181



Registered office
C/O Buzzacott LLP
130 Wood Street

London

EC2V 6DL




Independent auditor
Buzzacott Audit LLP

130 Wood Street

London

EC2V 6DL





 
Baker & O'Brien (UK) Limited
 


Contents



Page
Directors' report
 
1 - 2
Independent auditor's report
 
3 - 6
Consolidated statement of comprehensive income
 
7
Consolidated statement of financial position
 
8
Company statement of financial position
 
9
Notes to the financial statements
 
10 - 15


 
Baker & O'Brien (UK) Limited
 
 

Directors' report
For the year ended 31 December 2024

The directors present their report and the financial statements for Baker & O'Brien (UK) Limited ('the company') and its subsidary (together 'the group') for the year ended 31 December 2024.

Principal activity

The principal activity of the group and company is to provide consultancy services.

Directors

The directors who served during the year were:

A Chandra (appointed 14 May 2024)
T Rooney 
K Waguespack (resigned 14 May 2024)

Directors' responsibilities statement

The directors are responsible for preparing the Directors' report and the consolidated financial statements in accordance with applicable law and regulations.
 
Company law requires the directors to prepare financial statements for each financial year. Under that law the directors have elected to prepare the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice), including Financial Reporting Standard 102 ‘The Financial Reporting Standard applicable in the UK and Republic of Ireland'. Under company law the directors 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 company and the group and of the profit or loss of the group for that period.

 In preparing these financial statements, the directors are required to:


select suitable accounting policies for the group's financial statements and then apply them consistently;

make judgments and accounting estimates that are reasonable and prudent;

prepare the financial statements on the going concern basis unless it is inappropriate to presume that the group will continue in business.

The directors are responsible for keeping adequate accounting records that are sufficient to show and explain the company's transactions and disclose with reasonable accuracy at any time the financial position of the company and the group and to enable them to ensure that the financial statements comply with the Companies Act 2006They are also responsible for safeguarding the assets of the company and the group and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

Disclosure of information to auditor

Each of the persons who are directors at the time when this Directors' report is approved has confirmed that:
 
so far as the director is aware, there is no relevant audit information of which the company and the group's auditor is unaware, and

the director has taken all the steps that ought to have been taken as a director in order to be aware of any relevant audit information and to establish that the company and the group's auditor is aware of that information.

Page 1

 
Baker & O'Brien (UK) Limited
 

Directors' report (continued)
For the year ended 31 December 2024

Small companies exemption

In preparing this report, the directors have taken advantage of the small companies exemptions provided by section 415A of the Companies Act 2006.

This report was approved by the board and signed on its behalf by:
 





................................................
T Rooney
Director

Date: 25 September 2025

Page 2

 

 
 
Independent Auditor's Report to the Members of Baker & O'Brien (UK) Limited
 For the year ended 31 December 2024

Opinion


We have audited the financial statements of Baker & O'Brien (UK) Limited (the 'company') and its subsidiary (the 'group') for the year ended 31 December 2024, which comprise the Consolidated statement of comprehensive income, the Consolidated statement of financial position, the Company statement of financial position and the related notes, including a summary of significant accounting policiesThe financial reporting framework that has been applied in their preparation is applicable law and United Kingdom Accounting Standards, including Financial Reporting Standard 102 ‘The Financial Reporting Standard applicable in the UK and Republic of Ireland' (United Kingdom Generally Accepted Accounting Practice).
In our opinion the financial statements:

give a true and fair view of the state of the group's and of the company's affairs as at 31 December 2024 and of the group's and the company's profit for the year then ended;
have been properly prepared in accordance with United Kingdom Generally Accepted Accounting Practice; and
have been prepared in accordance with the requirements of the Companies Act 2006.

Basis for opinion


We conducted our audit in accordance with International Standards on Auditing (UK) (ISAs (UK)) and applicable law. Our responsibilities under those standards are further described in the Auditor's responsibilities for the audit of the financial statements section of our report. We are independent of the group in accordance with the ethical requirements that are relevant to our audit of the financial statements in the United Kingdom, including the Financial Reporting Council's Ethical Standard and we have fulfilled our other ethical responsibilities in accordance with these requirements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion.

Conclusions relating to going concern


In auditing the financial statements, we have concluded that the directors' use of the going concern basis of accounting in the preparation of the financial statements is appropriate.


Based on the work we have performed, we have not identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on the group's or the company's ability to continue as a going concern for a period of at least twelve months from when the financial statements are authorised for issue.


Our responsibilities and the responsibilities of the directors with respect to going concern are described in the relevant sections of this report.


Other information


The other information comprises the information included in the Annual Report other than the financial statements and our Auditor's report thereon. The directors are responsible for the other information contained within the Annual ReportOur opinion on the financial statements does not cover the other information and, except to the extent otherwise explicitly stated in our report, we do not express any form of assurance conclusion thereon. Our responsibility is to read the other information and, in doing so, consider whether the other information is materially inconsistent with the financial statements or our knowledge obtained in the course of the audit, or otherwise appears to be materially misstated. If we identify such material inconsistencies or apparent material misstatements, we are required to determine whether this gives rise to a material misstatement in the financial statements themselves. If, based on the work we have performed, we conclude that there is a material misstatement of this other information, we are required to report that fact.

We have nothing to report in this regard.

Page 3

 

 

Independent Auditor's Report to the Members of Baker & O'Brien (UK) Limited (continued)
For the year ended 31 December 2024

Opinion on other matters prescribed by the Companies Act 2006
 

In our opinion, based on the work undertaken in the course of the audit:

the information given in the Directors' report for the financial year for which the financial statements are prepared is consistent with the financial statements; and
the Directors' report has been prepared in accordance with applicable legal requirements.

Matters on which we are required to report by exception
 

In the light of the knowledge and understanding of the group and the company and its environment obtained in the course of the audit, we have not identified material misstatements in the Directors' report.

We have nothing to report in respect of the following matters in relation to which the Companies Act 2006 requires us to report to you if, in our opinion:

adequate accounting records have not been kept by the group and the company, or returns adequate for our audit have not been received from branches not visited by us; or
the group and the company financial statements are not in agreement with the accounting records and returns; or
certain disclosures of directors' remuneration specified by law are not made; or
we have not received all the information and explanations we require for our audit; or
the directors were not entitled to prepare the financial statements in accordance with the small companies regime and take advantage of the small companies' exemptions in preparing the Directors' report and from the requirement to prepare a Group strategic report.

Responsibilities of directors
 

As explained more fully in the Directors' responsibilities statement, the directors are responsible for the preparation of the financial statements and for being satisfied that they give a true and fair view, and for such internal control as the directors determine is necessary to enable the preparation of financial statements that are free from material misstatement, whether due to fraud or error.

In preparing the financial statements, the directors are responsible for assessing the group's and the company's ability to continue as a going concern, disclosing, as applicable, matters related to going concern and using the going concern basis of accounting unless the directors either intend to liquidate the group or the company or to cease operations, or have no realistic alternative but to do so.

Page 4

 

 

Independent Auditor's Report to the Members of Baker & O'Brien (UK) Limited (continued)
For the year ended 31 December 2024

Auditor's responsibilities for the audit of the financial statements
 

Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an Auditor's report that includes our opinion. Reasonable assurance is a high level of assurance, but is not a guarantee that an audit conducted in accordance with ISAs (UK) will always detect a material misstatement when it exists. Misstatements can arise from fraud or error and are considered material if, individually or in the aggregate, they could reasonably be expected to influence the economic decisions of users taken on the basis of these Group financial statements.

Irregularities, including fraud, are instances of non-compliance with laws and regulations. We design procedures in line with our responsibilities, outlined above, to detect material misstatements in respect of irregularities, including fraud. The extent to which our procedures are capable of detecting irregularities, including fraud is detailed below:

How the audit was considered capable of detecting irregularities including fraud
Our approach to identifying and assessing the risks of material misstatement in respect of irregularities, including fraud
and non-compliance with laws and regulations, was as follows:

the Senior Statutory Auditor ensured that the engagement team collectively had the appropriate competence,
capabilities and skills to identify or recognise non-compliance with applicable laws and regulations;
we made enquiries of management as to where they considered there was susceptibility to fraud, and their
knowledge of actual, suspected and alleged fraud;
we identified the laws and regulations that could reasonably be expected to have a material effect on the financial
statements of the group and company through discussions with directors and other management at the planning stage;
the audit team held a discussion to identify any particular areas that were considered to be susceptible to
misstatement, including with respect to fraud and non-compliance with laws and regulations; and
we focused our planned audit work on specific laws and regulations which we considered may have a direct material
effect on the financial statements or the operations of the group and the company including the Companies Act 2006,
employment legislation and taxation legislation.

We assessed the extent of compliance with the laws and regulations identified above through:

making enquiries of management;
inspecting legal expenditure and correspondence throughout the year for any potential litigation or claims; and
considering the internal controls in place that are designed to mitigate risks of fraud and non-compliance with laws
and regulations.

To address the risk of fraud through management bias and override of controls, we:

determined the susceptibility of the group to management override of controls by checking the implementation of
controls and enquiring of individuals involved in the financial reporting process;
tested the completeness and accuracy of turnover by recalculating the expected turnover and obtaining confirmation from the parent company;
reviewed journal entries throughout the year to identify unusual transactions;
performed analytical procedures to identify any large, unusual or unexpected transactions; and
carried out substantive testing to check the occurrence and cut-off of expenditure.

Page 5

 

 

Independent Auditor's Report to the Members of Baker & O'Brien (UK) Limited (continued)
For the year ended 31 December 2024

Auditor's responsibilities for the audit of the financial statements (continued)
In response to the risk of irregularities and non-compliance with laws and regulations, we designed procedures which
included:

agreeing financial statement disclosures to underlying supporting documentation; and
enquiring of management as to actual and potential litigation and claims.

Because of the inherent limitations of an audit, there is a risk that we will not detect all irregularities, including those leading to a material misstatement in the financial statements or non-compliance with regulation. This risk increases the more that compliance with a law or regulation is removed from the events and transactions reflected in the financial statements, as we will be less likely to become aware of instances of non-compliance. The risk is also greater regarding irregularities occurring due to fraud rather than error, as fraud involves intentional concealment, forgery, collusion, omission or misrepresentation.

A further description of our responsibilities for the audit of the financial statements is located on the Financial Reporting Council's website at: www.frc.org.uk/auditorsresponsibilities. This description forms part of our Auditor's report.

Use of our report
 

This report is made solely to the company's members, as a body, in accordance with Chapter 3 of Part 16 of the Companies Act 2006Our audit work has been undertaken so that we might state to the company's members those matters we are required to state to them in an Auditor's report and for no other purpose. To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than the company and the company's members, as a body, for our audit work, for this report, or for the opinions we have formed.





Claire Watkins (Senior statutory auditor)
for and on behalf of
Buzzacott Audit LLP
Chartered Accountants 
130 Wood Street
London
EC2V 6DL
 

26 September 2025
Page 6

 
Baker & O'Brien (UK) Limited
 


Consolidated statement of comprehensive income
For the year ended 31 December 2024

2024
2023
£
£

  

Turnover
  
1,493,247
1,180,230

Gross profit
  
1,493,247
1,180,230

Administrative expenses
  
(1,422,141)
(1,124,030)

Operating profit
  
71,106
56,200

Tax on profit
  
(12,338)
(14,671)

Profit after tax
  
58,768
41,529

There was no other comprehensive income for 2024 (2023: £NIL).

The notes on pages 10 to 15 form part of these financial statements.

Page 7

 
Baker & O'Brien (UK) Limited - Registered number: 06662181


Consolidated statement of financial position
As at 31 December 2024

2024
2024
2023
2023
£
£
£
£

Fixed assets
  

Tangible assets
 4 
1,142
2,312

  
1,142
2,312

Current assets
  

Debtors
 6 
550,171
354,557

Cash at bank and in hand
  
243,109
258,583

  
793,280
613,140

Creditors: amounts falling due within one year
 7 
(483,000)
(362,798)

Net current assets
  
 
 
310,280
 
 
250,342

Total assets less current liabilities
  
311,422
252,654

  

Net assets
  
311,422
252,654


Capital and reserves
  

Share capital
  
2
2

Profit and loss account
  
311,420
252,652

  
311,422
252,654


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



................................................
T Rooney
Director

Date: 25 September 2025

The notes on pages 10 to 15 form part of these financial statements.

Page 8

 
Baker & O'Brien (UK) Limited - Registered number: 06662181


Company statement of financial position
As at 31 December 2024

2024
2024
2023
2023
Note
£
£
£
£

Fixed assets
  

Tangible assets
 4 
1,142
2,312

  
1,142
2,312

Current assets
  

Debtors
 6 
7,609,254
6,147,142

  
7,609,254
6,147,142

Creditors: amounts falling due within one year
 7 
(7,298,974)
(5,896,800)

Net current assets
  
 
 
310,280
 
 
250,342

Total assets less current liabilities
  
311,422
252,654

  

Net assets
  
311,422
252,654


Capital and reserves
  

Share capital
  
2
2

Profit and loss account brought forward
  
252,652
211,123

Profit for the year
  
58,768
41,529

Profit and loss account carried forward
  
311,420
252,652

  
311,422
252,654


The company's financial statements have been prepared in accordance with the 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: 


................................................
T Rooney
Director

Date: 25 September 2025

The notes on pages 10 to 15 form part of these financial statements.

Page 9

 
Baker & O'Brien (UK) Limited
 
 

Notes to the financial statements
For the year ended 31 December 2024

1.


General information

Baker & O'Brien (UK) Limited is a private company limited by shares and is registered in England and Wales. Its company registration number is 06662181. The registered office is C/O Buzzacott LLP, 130 Wood Street, London, EC2V 6DL and the principal place of business is 53A High Street, Esher, Surrey, KT10 9RQ.

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 Republic of Ireland' ('FRS 102') and the Companies Act 2006.
 
The preparation of financial statements in compliance with FRS 102 requires the use of certain critical accounting estimates. It also requires management to exercise judgement in applying the company's accounting policies.
The company has taken advantage of the exemption allowed under section 408 of the Companies Act 2006
and has not presented its own Statement of income and retained earnings in these financial statements. 
In the year ended 31 December 2024, the company made a profit of £58,768 (2023: £41,529).
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                The following principal accounting policies have been applied: 

 
2.2

Basis of consolidation

The consolidated financial statements present the results of the company and its own subsidiary ('the
group') as if they form a single entity. Intercompany transactions and balances between group companies are therefore eliminated in full.
The consolidated financial statements incorporate the results of business combinations using the purchase
method. In the Statement of financial position, the acquiree's identifiable assets, liabilities and contingent
liabilities are initially recognised at their fair values at the acquisition date. The results of acquired operations
are included in the Consolidated statement of comprehensive income from the date on which control is
obtained. They are deconsolidated from the date control ceases.
The subsidiary, Baker & O'Brien (UK) LLP is exempt from the requirements of the UK Companies Act 2006 relating to the audit of the individual accounts by virtue of S479A of the Act. The outstanding liabilities at 31 December 2024 have been guaranteed by the company pursuant to S479A to S479C of the Act.

 
2.3

Going concern

The directors have received confirmation from Baker & O'Brien Inc, the immediate and ultimate parent company, that it will provide financial support to the group company for a period of at least twelve months from the date of approval of these financial statements. The directors have no reason to believe that this
support will not be forthcoming. Accordingly, the financial statements have been prepared on a going
concern basis.

Page 10

 
Baker & O'Brien (UK) Limited
 

Notes to the financial statements
For the year ended 31 December 2024

2.Accounting policies (continued)

 
2.4

Turnover

Turnover is recognised to the extent that it is probable that the economic benefits will flow to the group and the turnover can be reliably measured. Turnover 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 turnover is recognised:

Rendering of services

Turnover 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 turnover can be measured reliably;
it is probable that the group 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

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.

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:

Fixtures and fittings
-
33%
straight-line
Computer equipment
-
33%
straight-line

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.

 
2.6

Debtors

Short-term debtors are measured at transaction price, less any impairment.

 
2.7

Financial instruments

The group only enters into basic financial instrument transactions that result in the recognition of financial
assets and liabilities like trade and other debtors and creditors and loans to related parties.
Financial assets that are measured at cost and amortised cost are assessed at the end of each reporting
period for objective evidence of impairment. If objective evidence of impairment is found, an impairment loss is recognised in the statement of comprehensive income.

Page 11

 
Baker & O'Brien (UK) Limited
 

Notes to the financial statements
For the year ended 31 December 2024

2.Accounting policies (continued)

 
2.8

Creditors

Short-term creditors are measured at the transaction price.

 
2.9

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 the profit and loss account.
Foreign exchange gains and losses that relate to borrowings and cash and cash equivalents are presented in the profit and loss account within 'administrative expenses'. All other foreign exchange gains and losses are presented in the profit and loss account within 'administrative expenses'.

 
2.10

Operating leases: the group as lessee

Rentals paid under operating leases are charged to profit or loss on a straight-line basis over the lease term.

 
2.11

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.

 
2.12

Pensions

The group operates a defined contribution plan for its employees.
A defined contribution plan is a pension plan under which the group pays fixed contributions into a separate entity. Once the contributions have been paid the group has no further payment obligations.
The contributions are recognised as an expense in profit or loss when they fall due. Amounts not paid are
shown in accruals as a liability in the Statement of financial position. 
The assets of the plan are held separately from the group in independently administered funds.


3.


Employees

The average monthly number of employees, including the directors, during the year was 3 (2023 - 2).

Page 12

 
Baker & O'Brien (UK) Limited
 
 

Notes to the financial statements
For the year ended 31 December 2024

4.


Tangible fixed assets

Group and Company






Fixtures and fittings
Computer equipment
Total

£
£
£



Cost


At 1 January 2024
2,604
5,422
8,026



At 31 December 2024

2,604
5,422
8,026



Depreciation


At 1 January 2024
987
4,727
5,714


Charge for the year
810
360
1,170



At 31 December 2024

1,797
5,087
6,884



Net book value



At 31 December 2024
807
335
1,142



At 31 December 2023
1,617
695
2,312


5.


Fixed asset investments

Subsidiary undertaking
At 31 December 2024, the following is the subsidiary undertaking of the company: 
Name                              Country of                           Class of               Holding                   Principal
                                         incorporation                     shares                                                  activity
                       
Baker &                           England &                           Partnership          100%                    Provision of
O'Brien (UK) LLP            Wales                                  capital                                                 professional 
                                                                                                                                                  consultancy
                                                                                                                                                  services
The registered address for Baker & O'Brien (UK) LLP is C/O Buzzacott LLP, 130 Wood Street, London, EC2V 6DL.

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Baker & O'Brien (UK) Limited
 
 

Notes to the financial statements
For the year ended 31 December 2024

6.


Debtors

Group
Group
Company
Company
2024
2023
2024
2023
£
£
£
£


Amounts owed by group undertakings
534,605
344,428
7,593,688
6,137,013

Other debtors
11,166
6,250
11,166
6,250

Prepayments
4,400
3,879
4,400
3,879

550,171
354,557
7,609,254
6,147,142


Amounts owed by group undertakings is unsecured, interest free and repayable on demand.


7.


Creditors: amounts falling due within one year

Group
Group
Company
Company
2024
2023
2024
2023
£
£
£
£

Trade creditors
2,280
-
-
-

Amounts owed to group undertakings
-
-
6,833,001
5,547,505

Corporation tax
27,009
14,671
27,009
14,671

Other taxation and social security
335,844
292,324
335,844
292,324

Other creditors
74,196
-
74,196
-

Accruals
43,671
55,803
28,924
42,300

483,000
362,798
7,298,974
5,896,800


Amounts owed to group undertakings is unsecured, interest free and repayable on demand.


8.


Contingent liabilities

The group and the company had no contingent liabilities at 31 December 2024 or 31 December 2023.


9.


Capital commitments

The group and the company had no capital commitments at 31 December 2024 or 31 December 2023.

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Baker & O'Brien (UK) Limited
 
 

Notes to the financial statements
For the year ended 31 December 2024

10.


Commitments under operating leases

At 31 December 2024 the group and the company had future minimum lease payments due under non-cancellable operating leases for each of the following periods:


Group
Group
Company
Company
2024
2023
2024
2023
£
£
£
£

Not later than 1 year
2,375
2,083
2,375
2,083

2,375
2,083
2,375
2,083


11.


Related party transactions

The company has taken advantage of the exemption available in Section 33.1A of FRS 102 whereby it has not
disclosed transactions with the immediate parent company or any wholly owned subsidiary undertakings of the
group headed by Baker & O'Brien, Inc.


12.


Inclusion in consolidation

The smallest and largest group of undertakings for which consolidated group accounts, which include the company, have been drawn up is headed by Baker & O'Brien Inc, a company incorporated in the USA. Its registered office and principal place of business is situated at 12001, North Central Expressway, Suite 1200 Dallas, Texas, 75243, USA.

Page 15