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Institute Of Legacy Management

04340249

active
PRI/LBG/NSC (Private, Limited by guarantee, no share capital, use of 'Limited' exemption)
Companies House
Health Score
75 / 100

Some Concerns

25/30
Filing
10/30
Financial
40/40
Risk
  • No accounts filed in last 18 months (-5)
  • Loss before tax (-10)
  • Current liabilities exceed current assets (-10)

Details

OLD PRINTERS YARD, DORKING, RH4 2HF
Incorporated 14/12/2001

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

85590
Other education
94120
Activities of professional membership organisations

Officers

Mr James Stebbings

director · Since 08/12/2014

SENIOR LEGACY CASE MANAGER

BRITISH · ENGLAND · Age 45

Ms Blerta Clubb

director · Since 10/04/2019

SOLICITOR

BRITISH · ENGLAND · Age 40

Mrs Rebecca Wendy Billen

director · Since 15/09/2021

SENIOR LEGACY MANAGER

BRITISH · ENGLAND · Age 46

Mr David Robert Hawes

director · Since 15/09/2021

FINANCE DIRECTOR

BRITISH · ENGLAND · Age 44

Mrs Rebecca Massey

director · Since 15/09/2021

LEGACY MANAGER

BRITISH · ENGLAND · Age 43

CompanyRankvs 6107+ SIC 85590 peers
72

Financial strength86th percentile among SIC peers · 22/25
Employees92th percentile among SIC peers · 14/15
LiquidityCurrent ratio 0.77× · 6/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
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How is this score calculated?
Financial strength22/25 pts

Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.

Employees14/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity6/20 pts

Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.

Longevity15/15 pts

One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.

Filing compliance15/15 pts

Full 15 points when both annual accounts and confirmation statement are filed on time. Points are deducted for each overdue filing.

Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.

Key FinancialsYear ending 31/12/2024

Turnover

£418k

Annual revenue

Net Worth

£37k

Balance sheet strength

Cash

£71k

Cash in the bank

Profit Before Tax

-£37k

Bottom line earnings

Net Current Assets

-£48k

Working capital

Current Assets

£160k

Current Liabilities

£208k

Fixed Assets

£87k

Debtors

£79k

Cost of Sales

£82k

Gross Profit

£336k

Admin Expenses

£374k

Operating Profit

-£38k

Profit After Tax

-£39k

5avg. employees+2

Tax at Year End

Corp tax£238

People Costs

Wages & salaries£172k
NI contributions£13k

Balance Sheet

Assets less current liabilities£39k
Prepared with IRIS Accounts Production

EstimatesDerived

YearCurrent RatioImplied Profit
20240.77-£68k
20231.14+£19k
20221.04-£40k
20211.66-£3k
20201.65

Derived from filed accounts. Not audited figures.