Caseware UK (AP4) 2024.0.164 2024.0.164 2024-05-312024-05-31false2023-06-01falseNo description of principal activity1317truefalse 01800633 2023-06-01 2024-05-31 01800633 2022-06-01 2023-05-31 01800633 2024-05-31 01800633 2023-05-31 01800633 c:Director1 2023-06-01 2024-05-31 01800633 d:Buildings d:LongLeaseholdAssets 2023-06-01 2024-05-31 01800633 d:Buildings d:LongLeaseholdAssets 2024-05-31 01800633 d:Buildings d:LongLeaseholdAssets 2023-05-31 01800633 d:PlantMachinery 2023-06-01 2024-05-31 01800633 d:PlantMachinery 2024-05-31 01800633 d:PlantMachinery 2023-05-31 01800633 d:PlantMachinery d:OwnedOrFreeholdAssets 2023-06-01 2024-05-31 01800633 d:MotorVehicles 2023-06-01 2024-05-31 01800633 d:MotorVehicles 2024-05-31 01800633 d:MotorVehicles 2023-05-31 01800633 d:MotorVehicles d:OwnedOrFreeholdAssets 2023-06-01 2024-05-31 01800633 d:FurnitureFittings 2023-06-01 2024-05-31 01800633 d:FurnitureFittings 2024-05-31 01800633 d:FurnitureFittings 2023-05-31 01800633 d:FurnitureFittings d:OwnedOrFreeholdAssets 2023-06-01 2024-05-31 01800633 d:OwnedOrFreeholdAssets 2023-06-01 2024-05-31 01800633 d:CurrentFinancialInstruments 2024-05-31 01800633 d:CurrentFinancialInstruments 2023-05-31 01800633 d:CurrentFinancialInstruments d:WithinOneYear 2024-05-31 01800633 d:CurrentFinancialInstruments d:WithinOneYear 2023-05-31 01800633 d:ShareCapital 2024-05-31 01800633 d:ShareCapital 2023-05-31 01800633 d:RetainedEarningsAccumulatedLosses 2024-05-31 01800633 d:RetainedEarningsAccumulatedLosses 2023-05-31 01800633 d:AcceleratedTaxDepreciationDeferredTax 2024-05-31 01800633 d:AcceleratedTaxDepreciationDeferredTax 2023-05-31 01800633 d:FurtherSpecificTypeProvisionContingentLiability1ComponentTotalProvisionsContingentLiabilities 2024-05-31 01800633 d:FurtherSpecificTypeProvisionContingentLiability1ComponentTotalProvisionsContingentLiabilities 2023-05-31 01800633 c:OrdinaryShareClass1 2023-06-01 2024-05-31 01800633 c:OrdinaryShareClass1 2024-05-31 01800633 c:OrdinaryShareClass1 2023-05-31 01800633 c:FRS102 2023-06-01 2024-05-31 01800633 c:Audited 2023-06-01 2024-05-31 01800633 c:FullAccounts 2023-06-01 2024-05-31 01800633 c:PrivateLimitedCompanyLtd 2023-06-01 2024-05-31 01800633 d:WithinOneYear 2024-05-31 01800633 d:WithinOneYear 2023-05-31 01800633 d:BetweenOneFiveYears 2024-05-31 01800633 d:BetweenOneFiveYears 2023-05-31 01800633 d:MoreThanFiveYears 2024-05-31 01800633 d:MoreThanFiveYears 2023-05-31 01800633 c:SmallCompaniesRegimeForAccounts 2023-06-01 2024-05-31 01800633 e:PoundSterling 2023-06-01 2024-05-31 xbrli:shares iso4217:GBP xbrli:pure

Registered number: 01800633









WALTERS LIMITED









DIRECTOR'S REPORT AND FINANCIAL STATEMENTS

INFORMATION FOR FILING WITH THE REGISTRAR

FOR THE YEAR ENDED 31 MAY 2024

 
WALTERS LIMITED
REGISTERED NUMBER: 01800633

BALANCE SHEET
AS AT 31 MAY 2024

2024
Unaudited 2023
                                                                     Note
£
£

Fixed assets
  

Tangible assets
 5 
12,761
19,650

Current assets
  

Stocks
 6 
120,072
116,043

Debtors: amounts falling due within one year
 7 
1,428,063
1,265,522

Cash at bank and in hand
  
30,087
190,062

  
1,578,222
1,571,627

Creditors: amounts falling due within one year
 8 
(1,262,591)
(1,093,610)

Net current assets
  
 
 
315,631
 
 
478,017

Total assets less current liabilities
  
328,392
497,667

Provisions for liabilities
  

Other provisions
 10 
(14,850)
(14,850)

Net assets
  
313,542
482,817


Capital and reserves
  

Called up share capital 
 11 
150
150

Profit and loss account
  
313,392
482,667

  
313,542
482,817


The Company's 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 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 on 7 November 2025.




P Roberts
Director

The notes on pages 2 to 9 form part of these financial statements.

Page 1

 
WALTERS LIMITED
 
 
 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MAY 2024

1.


General information

Walters Limited ("the Company") is a private Company, limited by shares, registered in England and Wales. Its registered office is Building A Turnford Place, Great Cambridge Road, Cheshunt, Hertfordshire, England, EN10 6NH.

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 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 (see note 3).
 
The financial statements are prepared in sterling which is the functional currency of the company and rounded to the nearest pound

The following principal accounting policies have been applied:

 
2.2

Going concern

The financial statements have been prepared on a going concern basis. The directors have a reasonable expectation that the company has adequate resources to continue in operational existence for the foreseeable future. Accordingly, they continue to adopt the going concern basis in preparing the financial statements.

In making this assessment, the directors have considered the company's current financial position, cash flow forecasts, and future business plans. Based on this review, the directors believe that the company will be able to meet its liabilities as they fall due for at least twelve months from the date of approval of the financial statements.

 
2.3

Revenue

Revenue is measured as the fair value of the consideration received or receivable, excluding discounts, rebates, value added tax and other sales taxes. 

 
2.4

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.

 
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.

Page 2

 
WALTERS LIMITED
 
 
 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MAY 2024

2.Accounting policies (continued)

 
2.6

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.


 
2.7

Tangible fixed assets

Tangible fixed assets under the cost model are stated at historical cost less accumulated depreciation and any accumulated impairment losses. Historical cost includes expenditure that is directly attributable to bringing the asset to the location and condition necessary for it to be capable of operating in the manner intended by management.

Depreciation is charged so as to allocate the cost of assets less their residual value over their estimated useful lives, provided on the following basis:.


Long-term leasehold property
-
20%
straight line
Plant and machinery
-
20%
straight line
Motor vehicles
-
25%
straight line
Fixtures and fittings
-
20%
straight line

The assets' residual values, useful lives and depreciation methods are reviewed, and adjusted prospectively if appropriate, or if there is an indication of a significant change since the last reporting date.

Gains and losses on disposals are determined by comparing the proceeds with the carrying amount and are recognised in profit or loss.

Page 3

 
WALTERS LIMITED
 
 
 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MAY 2024

2.Accounting policies (continued)

 
2.8

Stocks

Stocks are stated at the lower of cost and net realisable value, being the estimated selling price less costs to complete and sell.

At each balance sheet date, stocks are assessed for impairment. If stock is impaired, the carrying amount is reduced to its selling price less costs to complete and sell. The impairment loss is recognised immediately in profit or loss.

 
2.9

Debtors

Short-term debtors are measured at transaction price, less any impairment.

 
2.10

Creditors

Short-term creditors are measured at the transaction price.

 
2.11

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

 
2.12

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, loan from bank and other third parties, loans to related parties and investments in ordinary shares. 

 
2.13

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 Balance sheet. The assets of the plan are held separately from the Company in independently administered funds.

Page 4

 
WALTERS LIMITED
 
 
 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MAY 2024

3.


Judgments in applying accounting policies and key sources of estimation uncertainty

Estimates and judgements are continually evaluated and are based on historical experience and other
factors, including expectations of future events that are believed to be reasonable under the
circumstances.

Critical accounting estimate and assumptions

The company makes estimates and assumptions concerning the future. The resulting accounting
estimates will, by definition, seldom equal the related actual results. The estimates and assumptions that
have a significant risk of causing a material adjustment to the carrying amounts of assets and liabilities
within the next financial year are addressed below:

i) Impairment of debtors:
The Company makes an estimate of the recoverable value of trade and other debtors. When assessing
impairment of trade and other debtors, management considers factors including the current credit rating
of the debtor, the ageing profile of debtors, and historical experience. See note 7 for the net carrying
amount of the debtors.

ii) Stock:
Consumable stocks held at customer premises are expensed to the profit and loss account as they are
used. The Company makes an estimate of the estimated useful life/usage of the consumable stock. See note 6 for the carrying value of stock.


4.


Employees

The average monthly number of employees during the period was 13 (2023 - 17).


Page 5

 
WALTERS LIMITED
 
 
 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MAY 2024

5.


Tangible fixed assets





Long-term leasehold property
Plant and machinery
Motor vehicles
Fixtures and fittings
Total

£
£
£
£
£



Cost or valuation


At 1 June 2023
116,133
134,496
257,976
65,486
574,091



At 31 May 2024

116,133
134,496
257,976
65,486
574,091



Depreciation


At 1 June 2023
99,111
131,868
257,976
65,486
554,441


Charge for the year on owned assets
5,760
1,129
-
-
6,889



At 31 May 2024

104,871
132,997
257,976
65,486
561,330



Net book value



At 31 May 2024
11,262
1,499
-
-
12,761



At 31 May 2023
17,022
2,628
-
-
19,650


6.


Stocks

2024
Unaudited 2023
£
£

Finished goods and goods for resale
120,072
116,043


Page 6

 
WALTERS LIMITED
 
 
 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MAY 2024

7.


Debtors

2024
Unaudited 2023
£
£


Trade debtors
367,912
603,404

Amounts owed by group undertakings
1,006,237
599,657

Other debtors
11,433
12,441

Prepayments and accrued income
39,022
46,561

Deferred taxation
3,459
3,459

1,428,063
1,265,522



8.


Creditors: Amounts falling due within one year

2024
Unaudited 2023
£
£

Trade creditors
376,620
343,532

Amounts owed to group undertakings
799,848
602,593

Other taxation and social security
26,489
71,786

Other creditors
8,944
16,365

Accruals and deferred income
50,690
59,334

1,262,591
1,093,610



9.


Deferred taxation




2024


£






At beginning of year
3,459



At end of year
3,459

Page 7

 
WALTERS LIMITED
 
 
 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MAY 2024
 
9.Deferred taxation (continued)

The deferred tax asset is made up as follows:

2024
Unaudited 2023
£
£


Accelerated capital allowances
3,459
3,459

3,459
3,459


10.


Provisions




Dilapidation provision

£





At 1 June 2023
14,850



At 31 May 2024
14,850

A provision has been made to reflect the director's best current estimates of repairs and other costs required to satisfy the terms of the property lease agreements. The timing of the utilisation of the provision will be in line with the lease agreement. 


11.


Share capital

2024
Unaudited 2023
£
£
Allotted, called up and fully paid



150 (2023 - 150) Ordinary shares of £1.00 each
150
150



12.


Contingent liabilities

There is an unlimited cross-guarantee in place in respect of bank facilities of group companies.


13.


Pension commitments

The Company operates a defined contribution pension scheme. The assets of the scheme are held seperately from those of the Company in an independently administered fund. The pension cost charge represents contributions payable by the Company to the fund and amounted to £10,292 (2023 - £10,800). Contributions totalling £2,615 (2023 - £2,966) were payable at the year end.

Page 8

 
WALTERS LIMITED
 
 
 
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MAY 2024

14.


Commitments under operating leases

At 31 May 2024 the Company had future minimum lease payments due under non-cancellable operating leases for each of the following periods:

2024
Unaudited 2023
£
£


Not later than 1 year
50,000
12,500

Later than 1 year and not later than 2 years
50,000
-

Later than 2 years
13,973
-

113,973
12,500


15.


Related party transactions

The company has taken advantage of the exemption available not to disclose related party transactions with companies that are wholly owned within the group.


16.


Controlling party

The controlling party is Ethos Group Holdings Limited.

The ultimate controlling party is Michelle Norris.

Ethos Group Holdings Limited prepare group financial statements and copies can be obtained from Building A Turnford Place, Great Cambridge Road, Cheshunt, Hertfordshire, England, EN10 6NH.


17.


Auditors' information

The auditors' report on the financial statements for the year ended 31 May 2024 was qualified.

The qualification in the audit report was as follows:

Basis for qualified opinion

We were not appointed as auditor of the company until after 31 May 2024 and thus did not observe the counting of the physical inventories at the end of the year. We were unable to satisfy ourselves by alternative means concerning the inventory quantities held at 31 May 2024, which are included in the balance sheet at £120,072, by using other audit procedures. Consequently we were unable to determine whether any adjustment to this amount was necessary.

Other Matters

The comparative figures in the financial statements are unaudited.

The audit report was signed on 10 November 2025 by Gary Leonard (Senior statutory auditor) on behalf of Barnes Roffe Audit Limited.

 
Page 9