# Wills & Trusts Independent Estate Planning Limited

## Details

- **Company number:** [05177299](https://find-and-update.company-information.service.gov.uk/company/05177299)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 12 Jul 2004
- **Registered office:** 91/92 HIGH STREET, THAME, OX9 3EH
- **Nature of business:** [64999](/sic/64999) Financial intermediation not elsewhere classified
- **Corporate group:** [Wills & Trusts Wealth Management Limited](/group/30902) (4 companies)



## Officers

| Name | Role | Appointed | Resigned |
|---|---|---|---|
| BATCHELOR, David Stephen | director | 12 Jul 2004 |  |



## Control

| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Wills & Trusts Wealth Management Limited | ownership-of-shares-75-to-100-percent, voting-rights-75-to-100-percent, right-to-appoint-and-remove-directors | 6 Apr 2016 |  |



## Accounts

| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 31 Dec 2024 | -£1,324,492 | £27,656 | 3 |
| 31 Dec 2023 | -£1,277,225 | £2,979 | 3 |
| 31 Dec 2021 | -£727,631 | £7,674 | 2 |
| 31 Dec 2020 | -£434,444 | £19,578 | 2 |
| 31 Dec 2019 | £8,285 | £103,791 | 2 |



## Owned by

Wills & Trusts Independent Estate Planning Limited → [Wills & Trusts Wealth Management Limited](/company/08788309)




## Directors' other companies

- [BATCHELOR, David Stephen](/person/6174717) - llp-designated-member at [W&T Tp LLP](/company/OC449558)
- [BATCHELOR, David Stephen](/person/6174717) - director at [Wills & Trusts Wealth Management Limited](/company/08788309)
- [BATCHELOR, David Stephen](/person/6174717) - director at [Wills & Trusts Independent Financial Planning Limited](/company/03546798)
- [BATCHELOR, David Stephen](/person/6174717) - director at [Intelligent Investment Services Limited](/company/03523204)
- [BATCHELOR, David Stephen](/person/6174717) - director at [W&T Tp Services Limited](/company/17412813)
- [BATCHELOR, David Stephen](/person/6174717) - director at [Thtdfm Limited](/company/06569261)



## Companies at the same address

- [Bambinos Nursery Group Limited](/company/17222017) (17222017)
- [Cotswold Clinical Training Limited](/company/16012335) (16012335)
- [Intelligent Investment Services Limited](/company/03523204) (03523204)
- [Interim Business Management Limited](/company/03938578) (03938578)
- [Thtdfm Limited](/company/06569261) (06569261)
- [Wills & Trusts Independent Financial Planning Limited](/company/03546798) (03546798)
- [Wills & Trusts Wealth Management Limited](/company/08788309) (08788309)