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Registered number: 11587082









WINDTREE LIMITED







UNAUDITED

FINANCIAL STATEMENTS

INFORMATION FOR FILING WITH THE REGISTRAR

FOR THE YEAR ENDED 31 DECEMBER 2025

 
WINDTREE LIMITED
REGISTERED NUMBER: 11587082

BALANCE SHEET
AS AT 31 DECEMBER 2025

2025
2024
Note
£
£

Fixed assets
  

Investments
 5 
77,560,293
36,270,944

Investment property
 6 
-
3,901,413

  
77,560,293
40,172,357

Current assets
  

Debtors: amounts falling due after more than one year
 7 
379,359
-

Debtors: amounts falling due within one year
 7 
648,129
17,905

Cash at bank and in hand
 8 
308,976,494
200,887

  
310,003,982
218,792

Creditors: amounts falling due within one year
 9 
(404,199)
(30,167,163)

Net current assets/(liabilities)
  
 
 
309,599,783
 
 
(29,948,371)

Total assets less current liabilities
  
387,160,076
10,223,986

Creditors: amounts falling due after more than one year
 10 
(368,245,630)
-

Provisions for liabilities
  

Deferred tax
 11 
(2,141,365)
(1,784,463)

  
 
 
(2,141,365)
 
 
(1,784,463)

Net assets
  
16,773,081
8,439,523


Capital and reserves
  

Called up share capital 
  
100
100

Profit and loss account
  
16,772,981
8,439,423

  
16,773,081
8,439,523


Page 1

 
WINDTREE LIMITED
REGISTERED NUMBER: 11587082
    
BALANCE SHEET (CONTINUED)
AS AT 31 DECEMBER 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: 




................................................
Nicholas James Fallows
Director

Date: 18 August 2026

The notes on pages 3 to 8 form part of these financial statements.

Page 2

 
WINDTREE LIMITED
 
 
 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 DECEMBER 2025

1.


General information

Windtree Limited (the 'Company') is a private company, limited by shares, incorporated in England & Wales, registered number 11587082. The registered office is 25 Hanover Square, London, England, W1S 1JF. 

The principal activity of the Company is to preserve and grow the assets under management on behalf of the shareholders.

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 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 following principal accounting policies have been applied:

 
2.2

Going concern

As at 31 December 2025, the Company had net assets of £16,773,081, including cash and cash equivalents of £308,976,494. Net assets include a loan payable to the Company’s parent undertaking of £368,245,630, which is repayable on 4 April 2035. The Directors have assessed the Company’s ability to continue as a going concern and have considered the following:
 
The Company’s relatively limited ongoing operating expenditure;
Its contractual obligations in respect of investments;
The availability of continued financial support from its parent undertaking, as has historically been the case; and
The expectation of further funding being made available as and when required.

Taking these factors into account, the Directors are satisfied that the Company has sufficient resources to meet its obligations as they fall due for the foreseeable future, being at least 12 months from the date of signing the financial statements.

Accordingly, the financial statements have been prepared on a going concern basis.

 
2.3

Interest income

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

 
2.4

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.

Page 3

 
WINDTREE LIMITED
 
 
 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 DECEMBER 2025

2.Accounting policies (continued)

 
2.5

Current and deferred taxation

The tax expense for the year 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.


 
2.6

Investment property

Investment property is carried at fair value determined annually by external valuers and derived from the current market rents and investment property yields for comparable real estate, adjusted if necessary for any difference in the nature, location or condition of the specific asset. No depreciation is provided. Changes in fair value are recognised in profit or loss.

 
2.7

Valuation of investments

Investments in unlisted company shares, whose market value can be reliably determined, are remeasured to market value at each balance sheet date. Gains and losses on remeasurement are recognised in the Statement of Income and Retained Earnings for the period. Where market value cannot be reliably determined, such investments are stated at historic cost less impairment.

 
2.8

Associates and joint ventures

Associates and Joint Ventures are held at cost less impairment.

 
2.9

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.

Page 4

 
WINDTREE LIMITED
 
 
 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 DECEMBER 2025

2.Accounting policies (continued)

 
2.10

Cash and cash equivalents

Cash is represented by cash in hand and deposits with financial institutions repayable without penalty on 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.

 
2.11

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.

Loans from group undertakings are initially recognised at transaction price and are subsequently carried at transaction price less any amounts settled.

 
2.12

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.


3.


Judgements in applying accounting policies and key sources of estimation uncertainty

In preparing these financial statements, the directors have made significant judgements in applying the Company’s accounting policies, particularly in relation to the classification and valuation of unquoted equity investments held as part of the Company’s investment portfolio.

Judgement is applied in assessing the appropriate valuation methodology and the relevance of observable versus unobservable inputs, particularly for investments in early-stage or private companies. 


4.


Employees

The Company has no employees other than the directors, who did not receive any remuneration (2024 - £NIL).

Page 5

 
WINDTREE LIMITED
 
 
 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 DECEMBER 2025

5.


Fixed asset investments





Investments in associates
Unlisted investments
Loans receivable
Total

£
£
£
£



Cost or valuation


At 1 January 2025
-
35,924,444
346,500
36,270,944


Additions
5,246,904
43,556,338
11,105,559
59,908,801


Disposals
-
(15,047,424)
(2,592,800)
(17,640,224)


Foreign exchange movement
-
(1,254,417)
424,556
(829,861)


Revaluations
-
(538,850)
-
(538,850)


Interest
-
114,801
274,682
389,483



At 31 December 2025
5,246,904
62,754,892
9,558,497
77,560,293





6.


Investment property


Freehold investment property

£





At 1 January 2025
3,901,413


Additions at cost
151,207


Disposals
(3,700,000)


Fair value loss
(352,620)



At 31 December 2025
-

During the year, the Company disposed of its freehold investment property to a fellow subsidiary undertaking, Drawview Limited, for proceeds of £3,700,000. Prior to disposal, the property was remeasured to fair value, resulting in a fair value loss of £352,620 recognised in profit or loss.






Page 6

 
WINDTREE LIMITED
 
 
 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 DECEMBER 2025

7.


Debtors

2025
2024
£
£

Due after more than one year

Deferred tax asset
379,359
-


2025
2024
£
£

Due within one year

Other debtors
-
17,905

Prepayments and accrued income
648,129
-

648,129
17,905



8.


Cash and cash equivalents

2025
2024
£
£

Cash at bank and in hand
308,976,494
200,887



9.


Creditors: Amounts falling due within one year

2025
2024
£
£

Trade creditors
7,207
-

Amounts owed to group undertakings
-
30,132,736

Corporation tax
264,504
-

Accruals and deferred income
7,434
34,427

Financial instruments
125,054
-

404,199
30,167,163


Page 7

 
WINDTREE LIMITED
 
 
 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 DECEMBER 2025

10.


Creditors: Amounts falling due after more than one year

2025
2024
£
£

Shareholder loans
368,245,630
-


The Company has an interest-free loan of £368,245,630 (2024: £30,132,736) which has been provided by its shareholder. The loan is interest-free and repayable on 4 April 2035. The directors have assessed the requirements of FRS 102 and consider that measurement at transaction price provides relevant information reflecting the commercial substance of the funding arrangement between group entities.


11.


Deferred taxation




2025


£






At beginning of year
(1,784,463)


Charged to profit or loss
22,457



At end of year
(1,762,006)

The deferred tax balance is made up as follows:

2025
2024
£
£


Tax losses carried forward
379,359
-

Fair value movements
(2,141,365)
(1,784,463)

Comprising:

Asset - due after one year
379,359
-

Liability
(2,141,365)
(1,784,463)

(1,762,006)
(1,784,463)



12.


Related party transactions

The Company received funding from its shareholder totalling £368,245,630 (2024: £30,132,736). The loan is unsecured, interest free and repayable on 4 April 2035. See note 10 for further details.

During the year, the Company disposed of its freehold investment property to Drawview Limited, a fellow subsidiary undertaking, for consideration of £3,700,000. See note 6 for further details.

Page 8