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Inheritance Tax Advice Limited

10239630

active
Private Limited Company
Companies House
Health Score
80 / 100

Healthy

30/30
Filing
10/30
Financial
40/40
Risk

No risk factors detected.

Details

FIFTH FLOOR, CLAREVILLE HOUSE 26-27 OXENDON STREET, LONDON, SW1Y 4EL
Incorporated 20/06/2016

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

66220
Activities of insurance agents and brokers

Officers

Jonathan Seifert

secretary · Since 20/06/2016

Also on 1 other board

Mathew Dunk

director · Since 20/06/2016

REGULATED FINANCIAL ADVISER

BRITISH · ENGLAND · Age 43

Jonathan Seifert

director · Since 20/06/2016

CHARTERED ACCOUNTANT

BRITISH · ENGLAND · Age 50

Also on 1 other board

Persons with Significant Control

Mr Mathew Dunk

25–50% shares
25–50% votes

British · United Kingdom · Age 43

46 Kite Wood Road, Kite Wood Road, High Wycombe, HP10 8HH

Notified 20/06/2016

Mr Jonathan Lewis Seifert

25–50% shares
25–50% votes

British · United Kingdom · Age 50

Fifth Floor, Clareville House, 26-27 Oxendon Street, London, SW1Y 4EL

Notified 20/06/2016

CompanyRankvs 5308+ SIC 66220 peers
30

Financial strength19th percentile among SIC peers · 5/25
Employees0th percentile among SIC peers · 0/15
LiquidityNo balance sheet data · 0/20
Longevity10 years trading (max 15) · 10/15
Filing complianceAll filings up to date · 15/15
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5308Inheritance Tax Advice Limited
30
How is this score calculated?
Financial strength5/25 pts

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

Employees0/15 pts

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

Liquidity0/20 pts

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

Longevity10/15 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 30/06/2025

Net Worth

£2

Balance sheet strength

Cash

£2

Cash in the bank

Net Current Assets

—

Working capital

Current Assets

—

Current Liabilities

—

Prepared with Companies House