Company Overview
Investment And Tax Advisory Services Limited is listed at the official companies registry as Active Private Limited Company. The company was incorporated on Thursday 26 April 2001, so this is a well established company. Investment And Tax Advisory Services Limited has been in business for 24 years and 11 months. The accounts status is total exemption full and the accounts are next due on Thursday 31 December 2026.
Registered Address

30A South Street, Dorchester, DT1 1BY
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Companies House Data
Company NameINVESTMENT AND TAX ADVISORY SERVICES LIMITED
Company Number04206455
Registered Office Address30a South Street
 DT1 1BY
Company CategoryPrivate Limited Company
Company StatusActive
Country of OriginUnited Kingdom
Incorporation Date26/04/2001
Accounting Reference Date Day31
Accounting Reference Date Month3
Accounts Next Due Date31/12/2026
Accounts Last Made Up Date31/03/2025
Accounts Account CategoryTOTAL EXEMPTION FULL
Returns Next Due Date24/05/2017
Returns Last Made Up Date26/04/2016
Previous Company NameChanged Date
WILCOX YOUNG PARTNERSHIP LIMITED24 Jun 2008
Directors & Members
Show Resigned
Daniel Weldon - Director
(British, 51 years old, born June 1975)
Appointed 30 November 2017
 Active
Secretaries
Show Resigned
Other Company Directorships
Daniel Weldon
ASTUTE MONEY MANAGEMENT LTD
DNPS HOLDINGS LTD
DSJ SOLUTIONS LIMITED
LCC ASSETS LTD
Balance Sheet Unlock full report
Accounts Date 31-Mar-2025 31-Mar-2023 31-Mar-2022
Balance Sheet
Fixed Assets 70,384 70,384 79,232
Current Assets 140,031 140,031 231,080
Creditors Due Within One Year 85,781 85,781 126,225
Working Cap 54,250 54,250 104,855
Total Assets Less Current Liabilities 124,634 124,634 184,087
Long-term Liabilities 100,000 100,000 100,000
Net Assets 24,634 24,634 84,087
Share Capital & Reserves
Share Cap - - -
Profit & Loss Reserves - - -
Other Reserves - - -
Shareholders Funds 24,634 24,634 84,087
Common Size Financial Analysis Unlock full report
Accounts Date 31-Mar-2025 31-Mar-2023 31-Mar-2022
Tangible Fixed Assets - - -
Fixed Assets 33.5% 33.5% 25.5%
Stocks Inventory - - -
Debtors 37.4% 37.4% 31.7%
Cash Bank In Hand 29.2% 29.2% 42.7%
Current Assets 66.5% 66.5% 74.5%
Creditors Due Within One Year 40.8% 40.8% 40.7%
Net Current Assets Liabilities 25.8% 25.8% 33.8%
Creditors Due After One Year - - -
Accruals Deferred Income - - -
Provisions For Liabilities Charges - - -
Net Assets Liabilities Including Pension Asset Liability - - -
Called Up Share Capital - - -
Share Capital Allotted Called Up Paid - - -
Profit Loss Account Reserve - - -
Shareholder Funds 11.7% 11.7% 27.1%
Capital Employed - - -
Total Assets Less Current Liabilities 59.2% 59.2% 59.3%
Financial Ratio Analysis Unlock full report
Accounts Date 31-Mar-2025 31-Mar-2023 31-Mar-2022
Liquidity Ratio 1.6 1.6 1.8
Solvency Ratio 1.1 1.1 1.4
Reserves to Assets - - -
Secured Creditors Unlock full report
Mortgages Charges 0
Mortgages Outstanding 0
Mortgages Part Satisfied 0
Mortgages Satisfied 0
Assets and Debt Analysis Unlock full report
Accounts Date 31-Mar-2025 31-Mar-2023 31-Mar-2022
Assets 210,415 210,415 310,312
Debt 185,781 185,781 226,225
Net Assets/Debt 24,634 24,634 84,087

The following is based on the accounts data presented in this report sourced from Companies House, however the company has filed later accounts. Our analysis of the latest account can be viewed by unlocking our full report.

The company balance sheet displays a comfortable surplus of working capital. We would normally view this positively. Total reserves including retained profitability and movement in reserves has some deficiency. The balance sheet presents modest net assets. For the size of the company inferred by the balance sheet this level of net assets suggests total debts and obligations were moderately well covered.

Unlock full report  The following is based on the accounts data presented in this report sourced from Companies House, however the company has filed later accounts. Our analysis of the latest account can be viewed by unlocking our full report.The company balance sheet displays a comfortable surplus of working capital. We would normally view this positively. Total reserves including retained profitability and movement in reserves has some deficiency. The balance sheet presents modest net assets. For the size of the company inferred by the balance sheet this level of net assets suggests total debts and obligations were moderately well covered.   The following is based on the accounts data presented in this report sourced from Companies House, however the company has filed later accounts. Our analysis of the latest account can be viewed by unlocking our full report.The company balance sheet displays a comfortable surplus of working capital. We would normally view this positively. Total reserves including retained profitability and movement in reserves has some deficiency. The balance sheet presents modest net assets. For the size of the company inferred by the balance sheet this level of net assets suggests total debts and obligations were moderately well covered.

This review of public record balance sheet and company status information is presented under the terms of Open Government Licence and is for informational purposes only, is general in nature, and is not intended as an opinion or advice for any specific circumstances. The commentary and the colour band score is not a credit rating or credit risk assessment.

This review does not constitute a full credit rating or credit risk assessment based on the full analysis and credit score algorithms used in our credit reports. A full credit report may also provide information relating to trade payment history and county court or court judgments if any.

Public Record Information Unlock full report
Exact Court Judgements
Period of Months Last 12m 13-24m 25-36m 37-48m 49-60m 61-72m
Number of Exact CCJS X Y Y X X Y
Value of Exact CCJS YXY YK S S X KX
Supplier Credit Limits Unlock full report
Date Sector Notified Amount Terms
XK-SXY XKXYXK SXSKXYXK £X,000 XS XYSKS
SK-SYY SKXYXKYKKY KSXX KKXXYXS £YY,000 YS XYSKS SK YXXSXS
YK-SXY XKXYXYYK SXSXYXK £SX,000 XS XYSKS
Payment Records Unlock full report
Payment Records from it's suppliers' company ledger show how a company is paying its suppliers

Payment Analysis

Total Invoices Paid Before
30 days due		 Paid After
30 days due		 Owing Before
30 days due		 Owing after
30 days due
XYX SX K YX X
Company Valuation Analysis Unlock full report

Going Concern Valuation

The going concern valuations value the company on the basis that it continues to trade without the threat of liquidation for the foreseeable future. These valuations are primarily profit and cashflow based.

Valuations Valuation Measures
Estimated High Value £XSI,000 Retained Profit £YX,000
Estimated Mid Value £YY,000 EBIT £SY,000
Estimated Low Value £X,000 EBITDA £SSX,000

Liquidation Valuation

The liquidaton valuation values the company as if it were to cease trading and assets were subject to rapid disposal to cover liabilities. This valuation is primarily asset based.

Valuations Valuation Measures
Estimated High Value £XY,000 Total Assets £XIX,000
Estimated Mid Value £Y,000 Net Assets £YX,000
Estimated Low Value £S,000 Tangible Equity £SX,000

The above valuations are based on our own algorithms and take no account of many factors that can influence actual valuations realized and should not therefore be assumed to be accurate.
Credit Status Checklist Unlock full report
Business Growth Please purchase a report to see true comments
EBITDA Purchase a report to see true comments
Dividends Please purchase a report to see true comments about this company
Retained Profits Retained Profits for this company
Debt Interest Debt Interest for this company
Cash Flow Cash Flow for this company
CCJs CCJs for this company
Age of Company Age of Company for this company
Solvency Solvency for this company
Secured Creditors Secured Creditors for this company
Ownership Ownership for this company


First Report Score: (0-10) X
Financial Status Guide:
10 Very Strong
9 Strong
8 Very Good
7 Good
6 Above Average
5 Average
4 Below Average
3 Poor
2 Weak
1 Very Weak
0 Critical

Risk Score Trend

Risk Rating Unlock full report

This is the credit risk assessment used by one of the top UK credit reference agencies.

Risk Score (1-100) X
Risk Band Description XXMXMXMX SISX
Risk Assessment Meeting of Creditors
Credit Rating XSKX
Altman Z Score Credit Risk Rating Unlock full report

There have been many bankruptcy predictors developed, however none has been so thoroughly tested and broadly accepted as the Altman Z-Score.

Z Score X
Risk Band XY
Risk Band Description The Z Score is not used for small companies where full accounts are not filed because profit and loss account items are required to calculate the score.

Z Score Bands

1 Low Risk 3.00 and above
2 Caution 2.63 - 2.99
3 Risk of Failure within 2 years 1.24 - 2.62
4 High Probability Failure Below 1.24
Other Business around DT1 1BY
ARTHURS FASHION LIMITED
30 South Street, Dorchester, Dorset, DT1 1BY
WILCOX YOUNG PERSONAL WEALTH MANAGEMENT LIMITED
30a South Street, Dorchester, Dorset, DT1 1BY
Document Filings
Confirmation statement made on 5 April 2025 with no updates
Registered office address changed from 30a South Street South Street Dorchester DT1 1BY England to 30a South Street Dorchester DT1 1BY on 15 October 2024
Confirmation statement made on 5 April 2024 with no updates
Confirmation statement made on 5 April 2023 with no updates
Confirmation statement made on 26 April 2022 with no updates
Confirmation statement made on 26 April 2021 with updates
Notification of Dnps Holdings Ltd as a person with significant control on 12 April 2021
Cessation of Way Group Limited as a person with significant control on 12 April 2021
Termination of appointment of Paul Wilcox as a director on 12 April 2021
Termination of appointment of Richard Edwin Green as a director on 12 April 2021
Registered office address changed from Cedar House Cedar Office Park Cobham Road Ferndown Industrial Estate Wimborne Dorset BH21 7SB to 30a South Street South Street Dorchester DT1 1BY on 15 April 2021
Termination of appointment of John Leslie Keenan as a secretary on 28 August 2020
Confirmation statement made on 26 April 2020 with no updates
Appointment of Mr Paul Wilcox as a director on 3 October 2019
Appointment of Mr Richard Edwin Green as a director on 3 October 2019
Appointment of Mr John Leslie Keenan as a secretary on 12 August 2019
Termination of appointment of Stewart Edward Wooles as a director on 12 August 2019
Termination of appointment of Christopher Stephen Oliver as a secretary on 30 July 2019
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