Caseware UK (AP4) 2024.0.164 2024.0.164 2024-12-312024-12-31truetruetruetrue2024-04-01falseNo description of principal activity23truefalsefalse 03406623 2024-04-01 2024-12-31 03406623 2023-04-01 2024-03-31 03406623 2024-12-31 03406623 2024-03-31 03406623 2023-04-01 03406623 1 2024-04-01 2024-12-31 03406623 1 2023-04-01 2024-03-31 03406623 4 2024-04-01 2024-12-31 03406623 4 2023-04-01 2024-03-31 03406623 1 2024-04-01 2024-12-31 03406623 e:Director1 2024-04-01 2024-12-31 03406623 e:Director2 2024-04-01 2024-12-31 03406623 e:Director2 2024-12-31 03406623 e:Director3 2024-04-01 2024-12-31 03406623 e:Director3 2024-12-31 03406623 e:RegisteredOffice 2024-04-01 2024-12-31 03406623 d:FreeholdInvestmentProperty 2024-04-01 2024-12-31 03406623 d:FreeholdInvestmentProperty 2024-12-31 03406623 d:FreeholdInvestmentProperty 2024-03-31 03406623 d:CurrentFinancialInstruments 2024-12-31 03406623 d:CurrentFinancialInstruments 2024-03-31 03406623 d:Non-currentFinancialInstruments 2024-12-31 03406623 d:Non-currentFinancialInstruments 2024-03-31 03406623 d:CurrentFinancialInstruments d:WithinOneYear 2024-12-31 03406623 d:CurrentFinancialInstruments d:WithinOneYear 2024-03-31 03406623 d:Non-currentFinancialInstruments d:AfterOneYear 2024-12-31 03406623 d:Non-currentFinancialInstruments d:AfterOneYear 2024-03-31 03406623 d:ReportableOperatingSegment1 2024-04-01 2024-12-31 03406623 d:ReportableOperatingSegment1 2023-04-01 2024-03-31 03406623 d:UKTax 2024-04-01 2024-12-31 03406623 d:UKTax 2023-04-01 2024-03-31 03406623 d:ShareCapital 2024-04-01 2024-12-31 03406623 d:ShareCapital 2024-12-31 03406623 d:ShareCapital 2023-04-01 2024-03-31 03406623 d:ShareCapital 2024-03-31 03406623 d:ShareCapital 2023-04-01 03406623 d:RetainedEarningsAccumulatedLosses 2024-04-01 2024-12-31 03406623 d:RetainedEarningsAccumulatedLosses 2024-12-31 03406623 d:RetainedEarningsAccumulatedLosses 2023-04-01 2024-03-31 03406623 d:RetainedEarningsAccumulatedLosses 2024-03-31 03406623 d:RetainedEarningsAccumulatedLosses 2023-04-01 03406623 d:FinancialAssetsDesignatedFairValueThroughProfitOrLoss 2024-12-31 03406623 d:FinancialAssetsDesignatedFairValueThroughProfitOrLoss 2024-03-31 03406623 d:AcceleratedTaxDepreciationDeferredTax 2024-12-31 03406623 d:AcceleratedTaxDepreciationDeferredTax 2024-03-31 03406623 d:TaxLossesCarry-forwardsDeferredTax 2024-12-31 03406623 d:TaxLossesCarry-forwardsDeferredTax 2024-03-31 03406623 d:RetirementBenefitObligationsDeferredTax 2024-12-31 03406623 d:RetirementBenefitObligationsDeferredTax 2024-03-31 03406623 e:OrdinaryShareClass1 2024-04-01 2024-12-31 03406623 e:OrdinaryShareClass1 2024-12-31 03406623 e:OrdinaryShareClass1 2024-03-31 03406623 e:OrdinaryShareClass2 2024-04-01 2024-12-31 03406623 e:OrdinaryShareClass2 2024-12-31 03406623 e:OrdinaryShareClass2 2024-03-31 03406623 e:FRS102 2024-04-01 2024-12-31 03406623 e:Audited 2024-04-01 2024-12-31 03406623 e:FullAccounts 2024-04-01 2024-12-31 03406623 e:PrivateLimitedCompanyLtd 2024-04-01 2024-12-31 03406623 d:WithinOneYear 2024-12-31 03406623 d:WithinOneYear 2024-03-31 03406623 d:BetweenOneFiveYears 2024-12-31 03406623 d:BetweenOneFiveYears 2024-03-31 03406623 d:MoreThanFiveYears 2024-12-31 03406623 d:MoreThanFiveYears 2024-03-31 03406623 2 2024-04-01 2024-12-31 03406623 f:PoundSterling 2024-04-01 2024-12-31 iso4217:GBP xbrli:shares xbrli:pure

Registered number: 03406623









WELLINGTON PUB COMPANY LIMITED (FORMERLY WELLINGTON PUB COMPANY PLC)









ANNUAL REPORT AND FINANCIAL STATEMENTS

FOR THE PERIOD ENDED 31 DECEMBER 2024

 
WELLINGTON PUB COMPANY LIMITED (FORMERLY WELLINGTON PUB COMPANY PLC)
 
 
COMPANY INFORMATION


Directors
S A J Nahum 
E M Sawyer (resigned 14 October 2024)
R Thornton (appointed 14 October 2024)




Registered number
03406623



Registered office
4th Floor
Millbank Tower

21-24 Millbank

London

SW1P 4QP




Independent auditors
Adler Shine LLP
Chartered Accountants & Statutry Auditor

Cornwall Avenue

London

N3 1LF





 
WELLINGTON PUB COMPANY LIMITED (FORMERLY WELLINGTON PUB COMPANY PLC)
 

CONTENTS



Page
Strategic report
1 - 2
Directors' report
3 - 4
Directors' responsibilities statement
5
Independent auditors' report
6 - 9
Statement of comprehensive income
10
Balance sheet
11
Statement of changes in equity
12
Notes to the financial statements
13 - 27


 
WELLINGTON PUB COMPANY LIMITED (FORMERLY WELLINGTON PUB COMPANY PLC)
 
 
STRATEGIC REPORT
FOR THE PERIOD ENDED 31 DECEMBER 2024

The directors present their Strategic Report for the period ended 31 December 2024.

Note that the reporting period was shortened to bring the accounting reference date in line with that of the parent company and fellow subsidiaries.

Review of the business
 
The Company's revenue is derived from the management of leased properties, which are predominantly public houses.

Rental income for the 9 month period to 31 December 2024 was £23.7m representing an annual equivalent of £31.6m (year ended 31 March 2024: £30.6m). This reflects a solid performance in the core property operations and completion of additional residential conversions that reached practical completion during the period. 

Where a pub becomes vacant, an assessment is made of the site with a view to obtaining the optimum shareholder return either through the generation of rental income or capital appreciation. The Company undertakes a comprehensive review including an assessment of alternative use or disposal, if deemed appropriate. There are a small number of sites in the portfolio that were considered within this framework in the period, some of which have received planning permission and others that were disposed of where an appropriate offer was received. During the period, in accordance with this strategy, 11 pubs were disposed in the 9 month period generating a net profit of £698k (year ended 31 March 2024: net loss £3.3m).

Development and performance
 
The Company lets premises to customers on normal credit terms. Trade debtor balances are monitored on an ongoing basis and credit terms for all customers are regularly reviewed. In recent years, where the company has experienced difficulties in collecting payment from its debtors a provision for doubtful debts has been made in the accounts.

Key performance indicators
 
The company uses rental yield as a measurement to indicate the rate of return from the investment portfolio. Rental yield is based on consolidated rental income expressed as a percentage over the investment property values as disclosed in the financial statements. For the 9 month period ended 31 December 2024, investment properties were valued at £482.9m (year ended 31 March 2024: £483.5m) and the rental income was £23.7m representing an annual equivalent of £31.6m (year ended 31 March 2024: £30.6m). The rental yield of 6.5% at 31 December 2024 is an increase of 0.2% from 31 March 2024 at 6.3%.

The company reviews its trade debtor position on a weekly and monthly basis to effectively manage the credit risk and have installed a number of debt collection metrics. As at31 December 2024, trade debt was at £2.4m (at 31 March 2024: £3.7m).

 
Financial risks and associated risk management objectives and policies
 
The financial risk management within the Company is governed by policies set by the Board of Directors and senior management. These policies cover interest rate risk and other areas, such as cash management.

Credit risk

The compay operates in a competitive market and there is a continuing risk that the company could lose its tenants due to another economic downturn, however, the company is not reliant on any single customer. In order to manage its credit risk, the covenant strength of potential tenants is assessed on a case-by-case basis and, as a standard policy, security is obtained in the form of a rental deposit or guarantee. Existing tenants are reviewed on a regular basis to monitor payment and trading patterns.
 
Page 1

 
WELLINGTON PUB COMPANY LIMITED (FORMERLY WELLINGTON PUB COMPANY PLC)
 

STRATEGIC REPORT (CONTINUED)
FOR THE PERIOD ENDED 31 DECEMBER 2024

Interest rate risk

The company's long term debt is priced at a fixed rate which enables the company to know what interest amounts are payable with no risk attributable to changes in base rates. The company regularly reviews detailed financial forecasts to ensure that there is sufficient cash available to meet its quarterly interest and principal repayments.

Foreign exchange risk

The company is not exposed to foreign exchange risk as all of its income is derived from activities undertaken in the UK and all of its trade and other suppliers invoice in sterling.

Section 172 (1) Statement- Promoting success of the company

The directors have continued with a pipeline of developments within the property portfolio that will create value in the long-term. Development expenditure for the year totalled £3.43m (31 March 2024: £6.96m).

The company's operations continue to qualify as low energy minimising its impact on the environment.

The company endeavours to maintain a high standard of operations and business conduct and will continue to act fairly towards all stakeholders.


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





S A J Nahum
Director

Date: 30 September 2025

Page 2

 
WELLINGTON PUB COMPANY LIMITED (FORMERLY WELLINGTON PUB COMPANY PLC)
 
 
 
DIRECTORS' REPORT
FOR THE PERIOD ENDED 31 DECEMBER 2024

The directors present their report and the financial statements for the period ended 31 December 2024.

Comparative figures are for the year ended 31 March 2024.

The company applied to the Financial Conduct Authority ("FCA") and the London Stock Exchange to effect a cancellation of the listing of its bonds from the standard listing segment of the FCA's Official List and from trading on the Main Market of the London Stock Exchange ("Delisting"). Following the Delisting on 16 September 2024, the company will no longer be subject to the regulatory and statutory regime which applies to companies admitted to the standard segment of the Offical List and traded on the Main Market. The company's bonds were admitted to the Official List of The International Stock Exchange with effect from 12 August 2024.

On 7 November 2024, the company re-registered as a private company and changed its name from Wellington Pub Company Plc.

Results and dividends

The profit for the period, after taxation, amounted to £6,589,000 (2024 - loss £4,635,000).

No ordinary dividends were paid. The directors do not recommend payment of a final dividend.

Directors

The directors who served during the period were:

S A J Nahum 
E M Sawyer (resigned 14 October 2024)
R Thornton (appointed 14 October 2024)

Future developments

The Company will continue to generate rental income from its established pub portfolio, which remains a key contributor to recurring revenue. Looking ahead, the Company will undertake comprehensive reviews of any pubs that become vacant, assessing opportunities for re-letting, alternative use, or strategic disposal. These evaluations will be guided by a commitment to maximising shareholder value, ensuring that each asset is optimally positioned to deliver long-term returns. This proactive approach supports our broader strategy of portfolio optimisation and capital efficiency.

Company's policy for payment of creditors

The company has a standard code and also agrees specific individual terms with certain suppliers. Payment is normally made in accordance with those terms, subject to suppliers' own performance.

Greenhouse gas emissions, energy consumption and energy efficiency action

The Company has not disclosed information in respect of greenhouse gas emissions, energy consumption and energy efficiency action as its energy consumption in the United Kingdom for the period is 40,000kWh or lower.

Matters covered in the Strategic report

In accordance with section 414C(11) of the Companies Act 2006 and the Companies  (Strategic Report and Directors' Report) Regulations 2013 the company has set out the business review and the principal risks and uncertainties in the Strategic Report on page 1 of these accounts.

Page 3

 
WELLINGTON PUB COMPANY LIMITED (FORMERLY WELLINGTON PUB COMPANY PLC)
 
 
 
DIRECTORS' REPORT (CONTINUED)
FOR THE PERIOD ENDED 31 DECEMBER 2024

Disclosure of information to auditors

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's auditors are 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's auditors are aware of that information.

Post balance sheet events

On 15th January 2025, the outstanding bonds of £59.9m were redeemed. This redemption was funded by existing cash resources of the business, and additional intercompany loans advanced to the Company.

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





S A J Nahum
Director

Date: 30 September 2025

Page 4

 
WELLINGTON PUB COMPANY LIMITED (FORMERLY WELLINGTON PUB COMPANY PLC)
 
 
DIRECTORS' RESPONSIBILITIES STATEMENT
FOR THE PERIOD ENDED 31 DECEMBER 2024

The directors are responsible for preparing the Strategic report, the Directors' report and the 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 of the profit or loss of the Company for that period.

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

select suitable accounting policies for the Company'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 Company 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 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 hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

Page 5

 
WELLINGTON PUB COMPANY LIMITED (FORMERLY WELLINGTON PUB COMPANY PLC)
 
 
 
INDEPENDENT AUDITORS' REPORT TO THE MEMBERS OF WELLINGTON PUB COMPANY LIMITED (FORMERLY WELLINGTON PUB COMPANY PLC)
 

Opinion


We have audited the financial statements of Wellington Pub Company Limited (Formerly Wellington Pub Company Plc) (the 'Company') for the period ended 31 December 2024, which comprise the Statement of comprehensive income, the Balance sheet, the Statement of changes in equity 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 Company's affairs as at 31 December 2024 and of its profit for the period 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 Auditors' responsibilities for the audit of the financial statements section of our report. We are independent of the Company 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 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.


Page 6

 
WELLINGTON PUB COMPANY LIMITED (FORMERLY WELLINGTON PUB COMPANY PLC)
 
 
 
INDEPENDENT AUDITORS' REPORT TO THE MEMBERS OF WELLINGTON PUB COMPANY LIMITED (FORMERLY WELLINGTON PUB COMPANY PLC) (CONTINUED)


Other information


The other information comprises the information included in the Annual Report other than the financial statements and our Auditors' 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.


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 Strategic report and the Directors' report for the financial period for which the financial statements are prepared is consistent with the financial statements; and
the Strategic report and the Directors' report have 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 Company and its environment obtained in the course of the audit, we have not identified material misstatements in the Strategic report or 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, or returns adequate for our audit have not been received from branches not visited by us; or
the 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.


Responsibilities of directors
 

As explained more fully in the Directors' responsibilities statement set out on page 5, 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 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 Company or to cease operations, or have no realistic alternative but to do so.


Page 7

 
WELLINGTON PUB COMPANY LIMITED (FORMERLY WELLINGTON PUB COMPANY PLC)
 
 
 
INDEPENDENT AUDITORS' REPORT TO THE MEMBERS OF WELLINGTON PUB COMPANY LIMITED (FORMERLY WELLINGTON PUB COMPANY PLC) (CONTINUED)


Auditors' 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 Auditors' 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 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:

We identify and assess the risks of material misstatement of the financial statements, whether due to fraud or error, and then design and perform audit procedures responsive to those risks, including obtaining audit evidence that is sufficient and appropriate to provide a basis for our opinion. 

In identifying and assessing risks of material misstatement in respect of irregularities, including fraud and non-compliance with laws and regulations, we have:

- considered the nature of the industry and sectors, control environment and business performance;
- made enquiries of management about their own identification and assessment of the risk of irregularities;
- performed audit work over the risk of management override of controls, including testing of journal entries and
  other adjustments for appropriateness, and reviewing accounting estimates for bias;
- undertaken appropriate sample based testing of bank transactions;
- identified and evaluated compliance with relevant laws and regulations and made enquiries of any instances of
  non-compliance; and
- discussed matters among the audit engagement team regarding how and where fraud might occur in the
  financial statements and potential indicators of fraud.


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 Auditors' report.


Page 8

 
WELLINGTON PUB COMPANY LIMITED (FORMERLY WELLINGTON PUB COMPANY PLC)
 
 
 
INDEPENDENT AUDITORS' REPORT TO THE MEMBERS OF WELLINGTON PUB COMPANY LIMITED (FORMERLY WELLINGTON PUB COMPANY PLC) (CONTINUED)


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 Auditors' 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.





Sonia Yeshin FCA (Senior Statutory Auditor)
  
for and on behalf of
Adler Shine LLP
 
Chartered Accountants
Statutry Auditor
  
Cornwall Avenue
London
N3 1LF

30 September 2025
Page 9

 
WELLINGTON PUB COMPANY LIMITED (FORMERLY WELLINGTON PUB COMPANY PLC)
 
 
STATEMENT OF COMPREHENSIVE INCOME
FOR THE PERIOD ENDED 31 DECEMBER 2024

Period ended
31 December
Year ended
31 March
2024
2024
Note
£000
£000

  

Turnover
 4 
23,746
30,600

Gross profit
  
23,746
30,600

Administrative expenses
  
(8,786)
(11,301)

Other operating income
 5 
160
229

Fair value movements
  
-
(19,328)

Operating profit
  
15,120
200

Interest receivable and similar income
 9 
346
527

Interest payable and similar expenses
 10 
(3,676)
(5,623)

Profit/(loss) before tax
  
11,790
(4,896)

Tax on profit/(loss)
 11 
(5,201)
261

Profit/(loss) for the financial period
  
6,589
(4,635)

Other comprehensive income for the period
  

Total comprehensive income for the period
  
6,589
(4,635)

There were no recognised gains and losses for 2024 or 2024 other than those included in the statement of comprehensive income.

Page 10

 
WELLINGTON PUB COMPANY LIMITED (FORMERLY WELLINGTON PUB COMPANY PLC)
REGISTERED NUMBER: 03406623

BALANCE SHEET
AS AT 31 DECEMBER 2024

(restated)
31 December 2024
31 March 2024
Note
£000
£000

Fixed assets
  

Investment property
 12 
482,850
483,507

  
482,850
483,507

Current assets
  

Debtors: amounts falling due within one year
 13 
6,024
6,285

Cash at bank and in hand
 14 
20,082
21,996

  
26,106
28,281

Creditors: amounts falling due within one year
 15 
(82,937)
(41,965)

Net current liabilities
  
 
 
(56,831)
 
 
(13,684)

Total assets less current liabilities
  
426,019
469,823

Creditors: amounts falling due after more than one year
 17 
(3,366)
(56,396)

Provisions for liabilities
  

Deferred tax
 19 
(35,636)
(32,999)

  
 
 
(35,636)
 
 
(32,999)

Net assets
  
387,017
380,428


Capital and reserves
  

Called up share capital 
 20 
13
13

Profit and loss account
 21 
387,004
380,415

  
387,017
380,428


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

S A J Nahum
Director

Date: 30 September 2025

Page 11

 
WELLINGTON PUB COMPANY LIMITED (FORMERLY WELLINGTON PUB COMPANY PLC)
 

STATEMENT OF CHANGES IN EQUITY
FOR THE PERIOD ENDED 31 DECEMBER 2024


Called up share capital
Profit and loss account
Total equity

£000
£000
£000


At 1 April 2023
13
385,050
385,063


Comprehensive income for the year

Loss for the year

-
(4,635)
(4,635)


Other comprehensive income for the year
-
-
-


Total comprehensive income for the year
-
(4,635)
(4,635)


Total transactions with owners
-
-
-



At 1 April 2024
13
380,415
380,428


Comprehensive income for the period

Profit for the period

-
6,589
6,589


Other comprehensive income for the period
-
-
-


Total comprehensive income for the period
-
6,589
6,589


Total transactions with owners
-
-
-


At 31 December 2024
13
387,004
387,017


Page 12

 
WELLINGTON PUB COMPANY LIMITED (FORMERLY WELLINGTON PUB COMPANY PLC)
 
 
 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE PERIOD ENDED 31 DECEMBER 2024

1.


General information

Wellington Pub Company Limited is a company limited by shares incorporated in England and Wales. The registered office is 4th Floor, Millbank Tower, 21-24 Millbank, London, SW1P 4QP.

On 7 November 2024, the company re-registered as a private company and changed its name from Wellington Pub Company Plc.

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 Financial Reporting Standard 102, the Financial Reporting Standard applicable in the UK and the Republic of Ireland 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 judgment in applying the Company's accounting policies (see note 3).

The financial statements are presented in sterling, which is the functional currency of the entity.

The following principal accounting policies have been applied:

 
2.2

Financial Reporting Standard 102 - reduced disclosure exemptions

The Company has taken advantage of the following disclosure exemptions in preparing these financial statements, as permitted by the FRS 102 "The Financial Reporting Standard applicable in the UK and Republic of Ireland":
the requirements of Section 7 Statement of Cash Flows;
the requirements of Section 3 Financial Statement Presentation paragraph 3.17(d);
the requirements of Section 11 Financial Instruments paragraphs 11.42, 11.44 to 11.45, 11.47, 11.48(a)(iii), 11.48(a)(iv), 11.48(b) and 11.48(c);
the requirements of Section 12 Other Financial Instruments paragraphs 12.26 to 12.27, 12.29(a), 12.29(b) and 12.29A.

This information is included in the consolidated financial statements of Investors In Private Capital Limited as at 31 December 2024 and these financial statements may be obtained from Companies House.

 
2.3

Revenue

Revenue relates to the leasing of public houses and residential flats to third parties, and is stated net of VAT. The revenue is recognised in the period in which it relates. All of the company's business is performed in the United Kingdom

Page 13

 
WELLINGTON PUB COMPANY LIMITED (FORMERLY WELLINGTON PUB COMPANY PLC)
 
 
 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE PERIOD ENDED 31 DECEMBER 2024

2.Accounting policies (continued)

 
2.4

Operating leases: the Company as lessor

Rental income from operating leases is credited to profit or loss on a straight-line basis over the lease term.

Amounts paid and payable as an incentive to sign an operating lease are recognised as a reduction to income over the lease term on a straight-line basis, unless another systematic basis is representative of the time pattern over which the lessor's benefit from the leased asset is diminished.

 
2.5

Operating leases: the Company as lessee

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

Benefits received and receivable as an incentive to sign an operating lease are recognised on a straight-line basis over the lease term, unless another systematic basis is representative of the time pattern of the lessee's benefit from the use of the leased asset.

 
2.6

Interest income

Interest income is recognised in profit or loss using the effective interest method.

 
2.7

Finance costs

Finance costs are charged to profit or loss over the term of the debt using the effective interest method so that 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.

 
2.8

Current and deferred taxation

The tax expense for the period comprises current and deferred tax. 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.

The current income tax charge is calculated on the basis of tax rates and laws that have been enacted or substantively enacted by the balance sheet date in the countries where the Company operates and generates income.

Deferred tax balances are recognised in respect of all timing differences that have originated but not reversed by the balance sheet date, except that:
The recognition of deferred tax assets is limited to the extent that it is probable that they will be recovered against the reversal of deferred tax liabilities or other future taxable profits; and
Any deferred tax balances are reversed if and when all conditions for retaining associated tax allowances have been met.

Deferred tax balances are not recognised in respect of permanent differences except in respect of business combinations, when deferred tax is recognised on the differences between the fair values of assets acquired and the future tax deductions available for them and the differences between the fair values of liabilities acquired and the amount that will be assessed for tax. Deferred tax is determined using tax rates and laws that have been enacted or substantively enacted by the balance sheet date.

Page 14

 
WELLINGTON PUB COMPANY LIMITED (FORMERLY WELLINGTON PUB COMPANY PLC)
 
 
 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE PERIOD ENDED 31 DECEMBER 2024

2.Accounting policies (continued)


2.8
Current and deferred taxation (continued)


Page 15

 
WELLINGTON PUB COMPANY LIMITED (FORMERLY WELLINGTON PUB COMPANY PLC)
 
 
 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE PERIOD ENDED 31 DECEMBER 2024

2.Accounting policies (continued)

 
2.9

Investment property

Investment property is initially measured at cost, which includes purchase price and any directly attributable expenditure. Investment property is subsequently measured to its fair value at each reporting date and any changes in fair value are recognised in the profit and loss..

 
2.10

Debtors

Short-term debtors are measured at transaction price, less any impairment. Loans receivable are measured initially at fair value, net of transaction costs, and are measured subsequently at amortised cost using the effective interest method, less any impairment.

 
2.11

Cash and cash equivalents

Cash is represented by cash in hand and deposits with financial institutions repayable without penalty or notice of not more than 24 hours. Cash equivalents are highly liquid investments that mature in no more than three months from the date of acquisition and that are readily convertible to known amounts of cash with insignificant risk of change in value.

 
2.12

Creditors

Short-term creditors are measured at the transaction price. Other financial liabilities, including bank loans, are measured initially at fair value, net of transaction costs, and are measured subsequently at amortised cost using the effective interest method.

 
2.13

Provisions for liabilities

Provisions are recognised when an event has taken place that gives rise to a legal or constructive obligation, a transfer of economic benefits is probable and a reliable estimate can be made.
Provisions are measured as the best estimate of the amount required to settle the obligation, taking into account the related risks and uncertainties.                                                  
 
Deferred tax liabilities are also presented within provisions but are measured in accordance with the accounting policy on taxation.

Increases in provisions are generally charged as an expense to profit or loss.

 
2.14

Financial instruments

The Company has elected to apply the provisions of Section 11 “Basic Financial Instruments” of FRS 102 to all of its financial instruments.

Financial instruments are recognised in the Company's Balance sheet when the Company becomes party to the contractual provisions of the instrument.








Page 16

 
WELLINGTON PUB COMPANY LIMITED (FORMERLY WELLINGTON PUB COMPANY PLC)
 
 
 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE PERIOD ENDED 31 DECEMBER 2024

2.Accounting policies (continued)


2.14
Financial instruments (continued)

Basic financial assets

Basic financial assets, which include trade and other debtors, cash and bank balances, are initially measured at their transaction price (adjusted for transaction costs except in the initial measurement of financial assets that are subsequently measured at fair value through profit and loss) and are subsequently carried at their amortised cost using the effective interest method, less any provision for impairment, 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.

Discounting is omitted where the effect of discounting is immaterial. The Company's cash and cash equivalents, trade and most other debtors due with the operating cycle fall into this category of financial instruments.

Other financial assets

Other financial assets, which includes investments in equity instruments which are not classified as subsidiaries, associates or joint ventures, are initially measured at fair value, which is normally the recognised transaction price. Such assets are subsequently measured at fair value with the changes in fair value being recognised in the profit or loss. Where other financial assets are not publicly traded, hence their fair value cannot be measured reliably, they are measured at cost less impairment.

Impairment of financial assets

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 profit or loss. 

Financial assets are impaired when events, subsequent to their initial recognition, indicate the estimated future cash flows derived from the financial asset(s) have been adversely impacted. The impairment loss will be the difference between the current carrying amount and the present value of the future cash flows at the asset(s) original effective interest rate.

If there is a favourable change in relation to the events surrounding the impairment loss then the impairment can be reviewed for possible reversal. The reversal will not cause the current carrying amount to exceed the original carrying amount had the impairment not been recognised. The impairment reversal is recognised in the profit or loss.

Basic financial liabilities

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 the deduction of all its liabilities.

Basic financial liabilities, which include trade and other creditors, bank loans and other loans are initially measured at their transaction price (adjusting for transaction costs except in the initial measurement of financial liabilities that are subsequently measured at fair value through profit and loss). When this constitutes a financing transaction, whereby the debt instrument is measured at the present value of the future payments discounted at a market rate of interest, discounting is omitted where the effect of discounting is immaterial.
Page 17

 
WELLINGTON PUB COMPANY LIMITED (FORMERLY WELLINGTON PUB COMPANY PLC)
 
 
 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE PERIOD ENDED 31 DECEMBER 2024

2.Accounting policies (continued)


2.14
Financial instruments (continued)


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

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

Other financial instruments

Derivatives, including forward exchange contracts, futures contracts and interest rate swaps, are not classified as basic financial instruments. These are initially recognised at fair value on the date the derivative contract is entered into, with costs being charged to the profit or loss. They are subsequently measured at fair value with changes in the profit or loss.

Debt instruments that do not meet the conditions as set out in FRS 102 paragraph 11.9 are subsequently measured at fair value through the profit or loss. This recognition and measurement would also apply to financial instruments where the performance is evaluated on a fair value basis as with a documented risk management or investment strategy.

Enter text here - user input

Derecognition of financial instruments

Derecognition of financial assets

Financial assets are derecognised when their contractual right to future cash flow expire, or are settled, or when the Company transfers the asset and substantially all the risks and rewards of ownership to another party. If significant risks and rewards of ownership are retained after the transfer to another party, then the Company will continue to recognise the value of the portion of the risks and rewards retained.

Derecognition of financial liabilities

Financial liabilities are derecognised when the Company's contractual obligations expire or are discharged or cancelled.

Page 18

 
WELLINGTON PUB COMPANY LIMITED (FORMERLY WELLINGTON PUB COMPANY PLC)
 
 
 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE PERIOD ENDED 31 DECEMBER 2024

3.


Judgments in applying accounting policies and key sources of estimation uncertainty

In the application of the company's accounting policies, the directors are required to make judgements, estimates and assumption about the carrying amounts 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 dieffer 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.

Critical judgements
The following judgements have had the most significant effect on amounts recognised in the financial statements.

Investment properties
The company's investment properties which are properties held to earn rentals and/or capital appreciation are measured using the fair value model and stated at their fair values as at the reporting date. The directors have used their experience of the property market and with reference to formal advice from suitably qualified Chartered Surveyors and market evidence of transaction prices of similar properties, have assessed an appropriate value at the year end.

Bad debt provision
The directors have considered the bad debt provision by reviewing the financial situation of each tenant in each property. The directors make decisions on a case by case basis in assessing individual debtor recoverability.

Deferred tax
Deferred tax on investment property gains is calculated using the tax rates and allowances that have been enacted at the balance sheet date. These rates and allowances may differ at the actual point of sale depending those on place at the time.


4.


Turnover

An analysis of turnover by class of business is as follows:


Period ended
31 December
Year ended
31 March
2024
2024
£000
£000

Rental income
23,746
30,600

23,746
30,600


All turnover arose within the United Kingdom.

Page 19

 
WELLINGTON PUB COMPANY LIMITED (FORMERLY WELLINGTON PUB COMPANY PLC)
 
 
 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE PERIOD ENDED 31 DECEMBER 2024

5.


Other operating income

Period ended
31 December
Year ended
31 March
2024
2024
£000
£000

Sundry income
160
229

160
229



6.


Operating profit

The operating profit is stated after charging:

Period ended
31 December
Year ended
31 March
2024
2024
£000
£000

Auditors remuneration
68
91

Other operating lease rentals
39
101


7.


Auditors' remuneration

During the period, the Company obtained the following services from the Company's auditors:


Period ended
31 December
Year ended
31 March
2024
2024
£000
£000

Fees payable to the Company's auditors for the audit of the Company's financial statements
68
91


8.


Employees




Page 20

 
WELLINGTON PUB COMPANY LIMITED (FORMERLY WELLINGTON PUB COMPANY PLC)
 
 
 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE PERIOD ENDED 31 DECEMBER 2024

9.


Interest receivable

Period ended
31 December
Year ended
31 March
2024
2024
£000
£000


Other interest receivable
346
527

346
527


10.


Interest payable and similar expenses

Period ended
31 December
Year ended
31 March
2024
2024
£000
£000


Other loan interest payable
3,676
5,623

3,676
5,623


11.


Taxation


Period ended
31 December
Year ended
31 March
2024
2024
£000
£000

Corporation tax


Current tax on profits for the year
2,564
4,748


2,564
4,748


Total current tax
2,564
4,748

Deferred tax


Origination and reversal of timing differences
2,637
(5,009)

Total deferred tax
2,637
(5,009)


Tax on profit/(loss)
5,201
(261)
Page 21

 
WELLINGTON PUB COMPANY LIMITED (FORMERLY WELLINGTON PUB COMPANY PLC)
 
 
 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE PERIOD ENDED 31 DECEMBER 2024
 
11.Taxation (continued)


Factors affecting tax charge for the period/year

The tax assessed for the period/year is the standard rate of corporation tax in the UK of 25% (31 March 2024 -  25  %). The differences are explained below:

Period ended
31 December
Year ended
31 March
2024
2024
£000
£000


Profit/(loss) on ordinary activities before tax
11,790
(4,896)


Profit/(loss) on ordinary activities multiplied by standard rate of corporation tax in the UK of 25% (2024 -  25  %)
2,948
(1,224)

Effects of:


Expenses not deductible for tax purposes
-
17

Capital gains
58
817

Deferred tax
2,663
(194)

Prior year adjustment
(468)
323

Total tax charge for the period/year
5,201
(261)


12.


Investment property





Freehold investment property

£000



Valuation


At 1 April 2024
483,507


Additions at cost
3,430


Disposals
(4,087)



At 31 December 2024
482,850

The fair value of the investment properties at the balance sheet date was based on a valuation carried out by the directors who do not believe that the fair value at the reporting date is significantly different from the previous external valuations undertaken by MRICs qualified surveyors at 31 December 2023. 


Page 22

 
WELLINGTON PUB COMPANY LIMITED (FORMERLY WELLINGTON PUB COMPANY PLC)
 
 
 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE PERIOD ENDED 31 DECEMBER 2024
 
12.Investment property (continued)


At 31 December 2024



If the Investment properties had been accounted for under the historic cost accounting rules, the properties would have been measured as follows:

31 December
31 March
2024
2024
£000
£000


Historic cost
259,455
259,483

259,455
259,483


13.


Debtors

(restated)
31 December 2024
31 March 2024 
£000
£000


Trade debtors
2,445
3,722

Amounts owed by group undertakings
480
480

Other debtors
2,117
1,043

Prepayments and accrued income
982
1,040

6,024
6,285


Included within trade debtors are provisions for bad debts amounting to £6.3m (31 March 2024: £8.3m)

14.


Cash and cash equivalents

31 December
31 March
2024
2024
£000
£000

Cash at bank and in hand
20,082
21,996

20,082
21,996


Page 23

 
WELLINGTON PUB COMPANY LIMITED (FORMERLY WELLINGTON PUB COMPANY PLC)
 
 
 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE PERIOD ENDED 31 DECEMBER 2024

15.


Creditors: Amounts falling due within one year

(restated)
31 December 2024
31 March 2024
£000
£000

Debenture loans
58,402
11,547

Trade creditors
54
529

Amounts owed to group undertakings
15,181
21,123

Other taxation and social security
1,157
954

Other creditors
1,418
831

Accruals and deferred income
6,725
6,981

82,937
41,965



16.


Security on loans

As security for the payment of all monies due and payable in respect of the bonds (debenture loans) under the trust deed, Wellington Pub Company Limited (the issuer) has entered into a deed of charge creating inter alia the following security:

-A first fixed charge by way of a mortgage of all estates and other interests of the issuer;
-An assignment by way of a fixed security of the issuer's right, title, interest and benefit in and to the   rental income;
-An assignment by way of a fixed security of the issuer's right, title, interest and benefit in and to the   assigned documents;
-An assignment by way of a fixed security of the issuer's right, title, interest and benefit in and to all   amounts from time to time standing to the credit of the bank accounts;
-A first floating charge over all the property, assets and undertakings of the issuer.

On 2 March 1998 the company performed a bond issue for £231m. The issue costs are being amortised over the life of the bonds at a constant rate on the carrying amount.

Interest and principal payments on the Class B bonds will be subordinated to such payments on the Class A bonds, so that Class B bondholders will not be entitled to receive any payment of interest or principal, unless and until, all amounts of interest due or overdue and principal then due to Class A bondholders have been paid in full.


16.Security on loans (continued)

At 31 December 2024, the bond were reclassifed to current liabilities as they were fully repaid on 15 January 2025 following the delisting from the London Stock Exchange on 16 September 2024 and the listing on The International Stock Exchange on 12 August 2024.
 
Page 24

 
WELLINGTON PUB COMPANY LIMITED (FORMERLY WELLINGTON PUB COMPANY PLC)
 
 
 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE PERIOD ENDED 31 DECEMBER 2024

17.


Creditors: Amounts falling due after more than one year

31 December
31 March
2024
2024
£000
£000

Debentures loans
-
52,805

Other creditors
3,366
3,591

3,366
56,396



18.


Financial instruments

31 December
31 March
2024
2024
£000
£000

Financial assets


Financial assets measured at fair value through profit or loss
20,082
21,996




Financial assets measured at fair value through profit or loss comprise bank balances.


19.


Deferred taxation






2024


£000






At beginning of year
(32,999)


Charged to profit or loss
(2,637)



At end of year
(35,636)

Page 25

 
WELLINGTON PUB COMPANY LIMITED (FORMERLY WELLINGTON PUB COMPANY PLC)
 
 
 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE PERIOD ENDED 31 DECEMBER 2024
 
19.Deferred taxation (continued)

The provision for deferred taxation is made up as follows:

31 December
31 March
2024
2024
£000
£000


Accelerated capital allowances
(10,614)
(10,599)

Investment property gains
(29,265)
(28,330)

Losses avilable against investment property gains
4,243
5,930

(35,636)
(32,999)


20.


Share capital

31 December
31 March
2024
2024
£
£
Allotted, called up and fully paid



400 (2024 - 400) Ordinary shares fully paid shares of £0.500 each
200
200
99,600 (2024 - 99,600) Ordinary shares partly paid shares of £0.500 each
12,450
12,450

12,650

12,650

The allotted share capital equalled 100,000 shares at £0.50 each, of which 400 shares were fully paid and 99,600 were partially paid at £0.125 each



21.


Reserves

Profit and loss account

This reserve records retained earnings and accumulated losses.


22.


Prior year adjustment

The prior period adjustment corrects the corporation tax repayable position.

Page 26

 
WELLINGTON PUB COMPANY LIMITED (FORMERLY WELLINGTON PUB COMPANY PLC)
 
 
 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE PERIOD ENDED 31 DECEMBER 2024

23.


Commitments under operating leases

At 31 December 2024 the future aggregate minimum rentals receivable under non-cancellable operating leases are as follows:

31 December
31 March
2024
2024
£000
£000


Not later than 1 year
30,405
27,479

Later than 1 year and not later than 5 years
91,427
81,783

Later than 5 years
85,859
85,685

207,691
194,947


24.


Related party transactions

The company has taken the exemption available in FRS 102 whereby it has not disclosed transactions with any wholly owned subsidiary undertaking of the group.

During the year, all the bonds owned by Reuben Foundation were transferred to the UK parent company (31 March 2024: £43.3m bond investments and interest of £1.0m in the year). Reuben Foundation is a charity whose Trustees include S D Reuben and R D Reuben.

25.


Post balance sheet events

On 15th January 2025, the listed bonds including amortisation and unpaid accrued interest totalling £60m were redeemed from a mixture of shareholder loans and surplus cash.


26.


Controlling party

The company's immediate parent is Wellington Investments Limited, a company registered in England and Wales. The smallest and largest group to consolidate these financial statements in the UK is Investors In Private Capital Limited, a company registered in England and Wales. Copies of the Investors In Private Capital Limited financial statements are publicly available at Companies House.
The ultimate parent undertaking is Omaha Business Holdings Corp., a company registered in the British Virgin Islands at 2nd Floor, O'Neal Marketing Associates Building, PO Box 3174, Wickman's Cay II, Road Town, Tortola, BVI.

There is no ultimate controlling party.

 
Page 27