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Registered Number 07450322

I PLANNING WEALTH MANAGEMENT LTD

Micro-entity Accounts

30 November 2025

## I PLANNING WEALTH MANAGEMENT LTD Registered Number 07450322

## Micro-entity Balance Sheet as at 30 November 2025

| Notes | 2025 | 2024
--- | --- | --- | ---
|  | £ | £
Fixed Assets |  | 57,989 | 69,299
Current Assets |  | 412,724 | 351,409
Creditors: amounts falling due within one year |  | (232,491) | (204,937)
Net current assets (liabilities) |  | 180,233 | 146,472
Total assets less current liabilities |  | 238,222 | 215,771
Creditors: amounts falling due after more than one year |  | 0 | (5,834)
Accruals and deferred income |  | (36,109) | (7,733)
Total net assets (liabilities) |  | 202,113 | 202,204
Capital and reserves |  | 202,113 | 202,204

- For the year ending 30 November 2025 the company was entitled to exemption 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 Companies Act 2006 with respect to accounting records and the preparation of accounts.
- The accounts have been prepared in accordance with the micro-entity provisions and delivered in accordance with the provisions applicable to companies subject to the small companies regime.

Approved by the Board on 22 December 2025

And signed on their behalf by:
Mr A Wyn, Director

Footnotes:

- Advances and credits
  During the year the company made advances to the directors. These advances have been treated as a single loan. At the 30 November 2025 the directors owed the company £179,268 (2024 - £247,868).
  Interest has been charged on the overdrawn loan at the official rate of interest of 2.25% (2024 - 2.25%), which amounted to £6,002 (2024 - £5,640).
  In addition, a loan was made to an employee / shareholder. The amount owed to the company at 30th November 2025 was £74,999 (2024 - 72,121).
  Interest has been charged on the overdrawn loan at the official rate of interest of 2.25% (2024 - 2.25%), which amounted to £2,134 (2024 - 1,997).

## I PLANNING WEALTH MANAGEMENT LTD Registered Number 07450322

## Notes to the Micro-entity Accounts for the period ended 30 November 2025

1 Employees

| 2025 | 2024
--- | --- | ---
Average number of employees during the period | 10 | 8