Caseware UK (AP4) 2024.0.164 2024.0.164 2025-06-302025-06-302026-05-22false2024-07-01falseNo description of principal activity118truetrueThe members have not required the company to obtain an audit in accordance with section 476 of the Companies Act 2006. 14414628 2024-07-01 2025-06-30 14414628 2024-01-01 2024-06-30 14414628 2025-06-30 14414628 2024-06-30 14414628 2024-01-01 14414628 c:Director1 2024-07-01 2025-06-30 14414628 c:Director2 2024-07-01 2025-06-30 14414628 c:Director2 2025-06-30 14414628 c:RegisteredOffice 2024-07-01 2025-06-30 14414628 d:Goodwill 2024-07-01 2025-06-30 14414628 d:Goodwill 2025-06-30 14414628 d:Goodwill 2024-06-30 14414628 d:CurrentFinancialInstruments 2025-06-30 14414628 d:CurrentFinancialInstruments 2024-06-30 14414628 d:CurrentFinancialInstruments d:WithinOneYear 2025-06-30 14414628 d:CurrentFinancialInstruments d:WithinOneYear 2024-06-30 14414628 d:ShareCapital 2024-07-01 2025-06-30 14414628 d:ShareCapital 2025-06-30 14414628 d:ShareCapital 2024-01-01 2024-06-30 14414628 d:ShareCapital 2024-06-30 14414628 d:ShareCapital 2024-01-01 14414628 d:SharePremium 2024-07-01 2025-06-30 14414628 d:SharePremium 2025-06-30 14414628 d:SharePremium 2024-01-01 2024-06-30 14414628 d:SharePremium 2024-06-30 14414628 d:SharePremium 2024-01-01 14414628 d:RetainedEarningsAccumulatedLosses 2024-07-01 2025-06-30 14414628 d:RetainedEarningsAccumulatedLosses 2025-06-30 14414628 d:RetainedEarningsAccumulatedLosses 2024-01-01 2024-06-30 14414628 d:RetainedEarningsAccumulatedLosses 2024-06-30 14414628 d:RetainedEarningsAccumulatedLosses 2024-01-01 14414628 c:FRS102 2024-07-01 2025-06-30 14414628 c:AuditExempt-NoAccountantsReport 2024-07-01 2025-06-30 14414628 c:FullAccounts 2024-07-01 2025-06-30 14414628 c:PrivateLimitedCompanyLtd 2024-07-01 2025-06-30 14414628 2 2024-07-01 2025-06-30 14414628 d:Goodwill d:OwnedIntangibleAssets 2024-07-01 2025-06-30 14414628 e:PoundSterling 2024-07-01 2025-06-30 iso4217:GBP xbrli:pure
Registered number: 14414628







UNAUDITED FINANCIAL STATEMENTS
FOR THE YEAR ENDED
30 JUNE 2025


OXFORD DATA PLAN LTD







































 


OXFORD DATA PLAN LTD
 


 
COMPANY INFORMATION


Directors
J Schmalfuss 
J Knowles (appointed 31 March 2025)




Registered number
14414628



Registered office
128 City Road

London

EC1V 2NX




Accountants
Menzies LLP
Chartered Accountants

2nd Floor, Midas House

62 Goldsworth Road

Woking

Surrey

GU21 6LQ





 


OXFORD DATA PLAN LTD
 



CONTENTS



Page
Statement of financial position
1 - 2
Statement of changes in equity
3
Notes to the financial statements
4 - 8


 


OXFORD DATA PLAN LTD
REGISTERED NUMBER:14414628



STATEMENT OF FINANCIAL POSITION
AS AT 30 JUNE 2025

2025
2024
Note
£
£

Fixed assets
  

Intangible assets
 4 
66,300
75,140

  
66,300
75,140

Current assets
  

Debtors: amounts falling due within one year
 5 
1,111,223
364,908

Cash at bank and in hand
  
5,171,039
579,102

  
6,282,262
944,010

Creditors: amounts falling due within one year
 6 
(1,620,502)
(546,668)

Net current assets
  
 
 
4,661,760
 
 
397,342

Total assets less current liabilities
  
4,728,060
472,482

  

Net assets
  
4,728,060
472,482


Capital and reserves
  

Called up share capital 
  
1
1

Share premium account
  
6,943,755
1,148,299

Profit and loss account
  
(2,215,696)
(675,818)

  
4,728,060
472,482


Page 1

 


OXFORD DATA PLAN LTD
REGISTERED NUMBER:14414628


    
STATEMENT OF FINANCIAL POSITION (CONTINUED)
AS AT 30 JUNE 2025

The directors consider that the Company is entitled to exemption from audit under section 477 of the Companies Act 2006 and members have not required the Company to obtain an audit for the year in question 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 financial statements.

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 have been delivered in accordance with the provisions applicable to companies subject to the small companies regime.

The Company has opted not to file the statement of income and retained earnings in accordance with 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: 


................................................
J Schmalfuss
Director

Date: 22 May 2026

The notes on pages 4 to 8 form part of these financial statements.

Page 2

 


OXFORD DATA PLAN LTD
 



STATEMENT OF CHANGES IN EQUITY
FOR THE YEAR ENDED 30 JUNE 2025


Called up share capital
Share premium account
Profit and loss account
Total equity

£
£
£
£


At 1 January 2024
1
398,090
(461,088)
(62,997)



Loss for the period
-
-
(214,730)
(214,730)


Contributions by and distributions to owners

Shares issued during the period
-
750,209
-
750,209



At 1 July 2024
1
1,148,299
(675,818)
472,482



Loss for the year
-
-
(1,539,878)
(1,539,878)


Contributions by and distributions to owners

Shares issued during the year
-
5,795,456
-
5,795,456


At 30 June 2025
1
6,943,755
(2,215,696)
4,728,060


The notes on pages 4 to 8 form part of these financial statements.

Page 3

 


OXFORD DATA PLAN LTD
 


 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 30 JUNE 2025

1.


General information

Oxford Data Plan Limited is a private company limited by shares incorporated in the United Kingdom under the Companies Act 2006 and is registered in England and Wales. The address of the company's principal place of business is the same as the registered office and is disclosed on the company information page. 

The financial statements report the year ended 30 June 2025. The comparative figures are for the 6 month period from 1 January 2024 to 30 June 2024.

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 FRS 102 'The Financial Reporting Standard applicable in the UK and the Republic of Ireland' and the requirements of the Companies Act 2006. The disclosure requirements of Section 1A of FRS 102 have been applied other than where additional disclosure is required to show a true and fair view.

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.

The following principal accounting policies have been applied:

 
2.2

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 profit or loss except when deferred in other comprehensive income as qualifying cash flow hedges.

Foreign exchange gains and losses that relate to borrowings and cash and cash equivalents are presented in the Statement of income and retained earnings within 'finance income or costs'. All other foreign exchange gains and losses are presented in profit or loss within 'other operating income'.

Page 4

 


OXFORD DATA PLAN LTD
 


 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 30 JUNE 2025

2.Accounting policies (continued)

  
2.3

Revenue

Revenue is recognised to the extent that it is probable that the economic benefits will flow to the Company and the revenue can be reliably measured. Revenue is measured as the fair value of the consideration received or receivable, excluding discounts, rebates, value added tax and other sales taxes.
Revenue from Software as a Service (“SAAS”) is recognised on a straight-line basis over the period of the contract.
Revenue in respect of software projects is recognised on a percentage completion basis, being the proportion of work performed to date on the estimated total work for the project.

 
2.4

Interest income

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

 
2.5

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.

 
2.6

Borrowing costs

All borrowing costs are recognised in profit or loss in the year in which they are incurred.

 
2.7

Pensions

Defined contribution pension plan

The Company operates a defined contribution plan for its employees. A defined contribution plan is a pension plan under which the Company pays fixed contributions into a separate entity. Once the contributions have been paid the Company 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 Company in independently administered funds.

 
2.8

Intangible assets

Goodwill

Goodwill represents the difference between amounts paid on the cost of a business combination and the acquirer’s interest in the fair value of its identifiable assets and liabilities of the acquiree at the date of acquisition. Subsequent to initial recognition, goodwill is measured at cost less accumulated amortisation and accumulated impairment losses. Goodwill is amortised on a straight-line basis to the Statement of income and retained earnings over its useful economic life.

Other intangible assets

Intangible assets are initially recognised at cost. After recognition, under the cost model, intangible assets are measured at cost less any accumulated amortisation and any accumulated impairment losses.

All intangible assets are considered to have a finite useful life. If a reliable estimate of the useful life cannot be made, the useful life shall not exceed ten years.

Page 5

 


OXFORD DATA PLAN LTD
 


 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 30 JUNE 2025

2.Accounting policies (continued)

 
2.9

Financial instruments

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



3.


Employees

The average monthly number of employees, including directors, during the year ended 30 June 2025 was 11 (period ended 30 June 2024 - 5).


4.


Intangible assets




Goodwill

£



Cost


At 1 July 2024
88,400



At 30 June 2025

88,400



Amortisation


At 1 July 2024
13,260


Charge for the year on owned assets
8,840



At 30 June 2025

22,100



Net book value



At 30 June 2025
66,300



At 30 June 2024
75,140



Page 6

 


OXFORD DATA PLAN LTD
 


 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 30 JUNE 2025

5.


Debtors

2025
2024
£
£


Trade debtors
307,337
104,699

Other debtors
5,074
-

Prepayments and accrued income
798,812
260,209

1,111,223
364,908



6.


Creditors: Amounts falling due within one year

2025
2024
£
£

Other loans
168,634
-

Other taxation and social security
45,309
19,884

Other creditors
122,954
122,953

Accruals and deferred income
1,283,605
403,831

1,620,502
546,668



7.


Share capital

2025
2024
£
£



11,458 (2024 - 11,458) Ordinary shares of £0.0001 each
1
1

2,435 (2024- Nil) A Ordinary Shares of £0.0001 each
-
-

1
1

During the year, the company issued 2,435 A Ordinary shares of £0.0001 each.


8.


Pension commitments

Within other creditors is an amount payable in relation to defined contribution plans at the year end was £2,958 (2024 - £1,192).

Page 7

 


OXFORD DATA PLAN LTD
 


 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 30 JUNE 2025

9.


Share based payments

At the balance sheet date, the company had 624 Enterprise Management Incentive (EMI) share options in issue (2024 - 624), of which 555 were vested (2024 - 399). In accordance with FRS 102, the fair value of equity-settled share-based payments is measured at the date of grant and recognised over the vesting period. The directors consider the fair value of the options granted to be immaterial to the financial statements and, accordingly, no charge has been recognised in the profit and loss account.
At the balance sheet date, the company had 360 unapproved share options in issue (2024 - 241), of which 202 were vested (2024 - 145). In accordance with FRS 102, the fair value of equity-settled share-based payments is measured at the date of grant and recognised over the vesting period. The directors consider the fair value of the options granted to be immaterial to the financial statements and, accordingly, no charge has been recognised in the profit and loss account.


10.Related party transactions

At the balance sheet date £121,012 (2024 - £121,012) was due to the director. This amount is unsecured, interest free and repayable on demand.

 
Page 8