Wealth And Tax Group Limited

	Page
Balance Sheet	1—2
Notes to the Financial Statements	3—4

Registered number: 10536103

		2024		2023
	Notes	£	£	£	£
FIXED ASSETS
Investments	4		1,751,116		1,751,116

			1,751,116		1,751,116
CURRENT ASSETS
Debtors	5	354,550		183,712
Cash at bank and in hand		133		115

		354,683		183,827
Creditors: Amounts Falling Due Within One Year	6	(264,377 )		(82,560 )

NET CURRENT ASSETS (LIABILITIES)			90,306		101,267

TOTAL ASSETS LESS CURRENT LIABILITIES			1,841,422		1,852,383

NET ASSETS			1,841,422		1,852,383

CAPITAL AND RESERVES
Called up share capital	7		313		282
Share premium account			1,459,714		1,459,714
Capital redemption reserve			44		44
Other reserves			18,182		18,182
Profit and Loss Account			363,169		374,161

SHAREHOLDERS' FUNDS			1,841,422		1,852,383

Page 1

Page 2

Wealth And Tax Group Limited

Balance Sheet (continued)

As At 31 December 2024

For the 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.

The members have not required the company to obtain an audit in accordance with section 476 of the Companies Act 2006.

The directors acknowledge their responsibilities for complying with the requirements of the Act with respect to accounting records and the preparation of accounts.

These accounts have been prepared and delivered in accordance with the provisions applicable to companies subject to the small companies regime.

The company has taken advantage of section 444(1) of the Companies Act 2006 and opted not to deliver to the registrar a copy of the company's Profit and Loss Account.

On behalf of the board

Mr Anthony Byrne

Director

30 September 2025

The notes on pages 3 to 4 form part of these financial statements.

1. General Information

Wealth And Tax Group Limited is a private company, limited by shares, incorporated in England & Wales, registered number 10536103 . The registered office is 17 Shirwell Crescent, Furzton Lake, Milton Keynes, MK4 1GA.

2. Accounting Policies

2.1. Basis of Preparation of Financial Statements

The financial statements have been prepared under the historical cost convention and in accordance with Financial Reporting Standard 102 section 1A Small Entities "The Financial Reporting Standard applicable in the UK and Republic of Ireland" and the Companies Act 2006.

3. Average Number of Employees

Average number of employees, including directors, during the year was: 1 (2023: 1)

4. Investments

	Subsidiaries	Listed	Total
	£	£	£
Cost
As at 1 January 2024	1,560,000	191,116	1,751,116

As at 31 December 2024	1,560,000	191,116	1,751,116

Provision
As at 1 January 2024	-	-	-

As at 31 December 2024	-	-	-

Net Book Value
As at 31 December 2024	1,560,000	191,116	1,751,116

As at 1 January 2024	1,560,000	191,116	1,751,116

5. Debtors

	2024	2023
	£	£
Due within one year
Amounts owed by group undertakings	-	121,162
Amounts owed by participating interests	40,000	-
Other debtors	314,550	62,550

	354,550	183,712

6. Creditors: Amounts Falling Due Within One Year

	2024	2023
	£	£
Amounts owed to group undertakings	262,643	80,827
Other creditors	1,734	1,733

	264,377	82,560

7. Share Capital

	2024	2023
	£	£
Allotted, Called up and fully paid	313	282

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Page 4

Wealth And Tax Group Limited

Notes to the Financial Statements (continued)

For The Year Ended 31 December 2024

8. Directors Advances, Credits and Guarantees

Included within Debtors are the following loans to directors:

	As at 1 January 2024	Amounts advanced	Amounts repaid	Amounts written off	As at 31 December 2024
	£	£	£	£	£
Mr Anthony Byrne	62,550	252,000	-	-	314,550

The above loan is unsecured and repayable on demand.