KATHARINE HOUSE HOSPICE TRUST

🌳Matureactive

02133391 · private-limited-guarant-nsc · incorporated 1987-05-20

Investment thesis

Well-run mature business — low negotiation leverage; premium likely.

Why interesting: Textbook target; clean filings, stable trading.

Why risky: No pressure on seller; any deal likely at full price.

Why now

Window closing · medium confidence

Getting harder to buy — profile has hardened into "well run hard buy" recently.

· Investment thesis: unclassified → well_run_hard_buy
· Hygiene score: 75 → 85

Opportunity decay

hardening · 12-months

Already tight — no obvious softening catalysts on the horizon.

· Thesis: well-run, low negotiation leverage

What changed my view

Last 30 days

Picture improved over the last 30 days — 1 positive signal vs 0 negative.

·Investment thesis: unclassified → well_run_hard_buy
↑Hygiene score: 75 → 85

Last 90 days

No snapshot from 90 days ago — start tracking from today.

Last 180 days

No snapshot from 180 days ago — start tracking from today.

🔒Estimated value

—

Upgrade to see

Turnover

—

not disclosed

Net worth

—

book net assets

Opportunity

78/100

Strong

🔒Generate AI memo →🔒Outreach pack →🔒Corporate story →📑 Reports →Sign in to watch

What this business does

Primary activity: Other human health activities

Sector: Human health & social work

Investor take

Pursue

Active trading company with a 81-year-old founder — textbook succession opportunity.

Opportunity 78/100 (strong), bankability 75/100. Strong seller-intent signal (63/100, director aged 81). Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).

Data confidence

Overall: medium (55/100)

Adequate coverage. AI outputs are reliable for the sections scored high; verify the rest in diligence.

Company profile

address, 1 SIC codes, incorporation date

100

Financials

No iXBRL financials extracted

Lenders & charges

Confirmed no charges registered

Directors & officers

44 officers (9 active, 44 linked, 42 with DOB)

Ownership & PSC

1 active PSC(s) of 8 total, 8 with control declared

Director network

Network not yet resolved

Filing history

184 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

78/100Strong

PassWatchWorth a lookStrongExceptional

Solid opportunity signal. Worth a dedicated memo and management meeting.

Business quality

Active, clean filings, stable charge profile.

Acquirability

Strong succession / seller-readiness signals.

Risk profile

Few red flags.

Signal strength

Good data coverage for analysis.

Recent activity

Last 30 days

filings

Last 90 days

filings

Last 180 days

filing

• 1 confirmation-statement

Counts from Companies House filing history.

Corporate timeline (92 events)Click to expand

2025-12-12
📄
appoint-person-director-company-with-name-date
officers · AP01
2025-11-30
➕
SHATTOCK, Katherine Blanche appointed
director
2025-11-26
📄
appoint-person-director-company-with-name-date
officers · AP01
2025-11-26
📄
appoint-person-director-company-with-name-date
officers · AP01
2025-11-26
📄
termination-director-company-with-name-termination-date
officers · TM01
2025-11-13
➕
EGGELING, Bruce Angus appointed
director
2025-11-13
➕
PLUMB, Alan John appointed
director
2025-11-13
➖
DOBBS, Claire Louise resigned
director
2025-11-06
📄
accounts-with-accounts-type-full
accounts · AA
2025-07-25
➕
RADLEY, Emma appointed
secretary
2025-07-25
📄
appoint-person-secretary-company-with-name-date
officers · AP03
2025-07-24
📄
termination-director-company-with-name-termination-date
officers · TM01
2025-07-24
📄
termination-director-company-with-name-termination-date
officers · TM01
2025-07-17
➖
JONES, Richard Nicholas resigned
director
2025-07-17
➖
WHITTINGHAM, David Richard resigned
director
2025-03-24
📄
termination-director-company-with-name-termination-date
officers · TM01
2025-03-24
📄
termination-director-company-with-name-termination-date
officers · TM01
2025-03-23
➖
BOWSER, Mary Lindsey resigned
director
2025-03-23
➖
SHADBOLT, Samuel Luke resigned
director
2024-10-14
📄
accounts-with-accounts-type-full
accounts · AA
2024-09-06
➕
RONCO, Federica appointed
director
2024-09-06
📄
appoint-person-director-company-with-name-date
officers · AP01
2024-04-08
📄
termination-director-company-with-name-termination-date
officers · TM01
2024-03-28
➖
TEIDEMAN, Catherine Elizabeth resigned
director
2024-03-21
📄
termination-director-company-with-name-termination-date
officers · TM01
2024-03-21
📄
termination-director-company-with-name-termination-date
officers · TM01
2024-03-15
📄
appoint-person-director-company-with-name-date
officers · AP01
2024-03-14
➕
TUTT, Anne Catherine appointed
director
2024-03-14
➖
COOKE, Robbie resigned
director
2024-03-14
➖
LLOYD, Christina, Dr resigned
director
2024-01-02
📄
change-person-director-company-with-change-date
officers · CH01
2023-12-21
📄
appoint-person-director-company-with-name-date
officers · AP01
2023-12-21
📄
appoint-person-director-company-with-name-date
officers · AP01
2023-12-08
➕
WALMSLEY, Benjamin Thomas appointed
director
2023-12-08
➕
WHITTINGHAM, David Richard appointed
director
2023-09-29
📄
accounts-with-accounts-type-full
accounts · AA
2023-06-22
📄
change-person-director-company-with-change-date
officers · CH01
2023-03-08
📄
appoint-person-director-company-with-name-date
officers · AP01
2023-02-22
➕
DOBBS, Claire Louise appointed
director
2022-08-17
➖
SPIERS, Holly Anne resigned
director
2022-07-15
➖
REAY, Vicki Louise resigned
director
2022-01-31
➖
BURKE, Geraldine resigned
director
2022-01-27
➕
SHADBOLT, Samuel Luke appointed
director
2021-06-12
➖
SHAW, Carol Ann resigned
director
2021-03-18
➖
BEAN, Dorothy resigned
director
2021-03-18
➕
COOKE, Robbie appointed
director
2021-03-18
➖
DRUMMOND, David Frederick resigned
director
2021-03-18
➕
REAY, Vicki Louise appointed
director
2021-03-18
➕
SPIERS, Holly Anne appointed
director
2021-03-18
➖
SUMMERSGILL, David Anthony resigned
director

Showing most recent 50 of 92 events

Owner dependency

55/100

Moderate — manageable with handover

Some founder dependency, but not acute. A structured handover period should cover most risk.

FACTORS

-8 active directors: Broader management team in place — suggests transferable governance.
+Founder age: Director aged approximately 81 — succession pressure is live.

Succession & seller-readiness

60/100

Strong succession signal

Multiple signals suggest succession is on the horizon. Candidate for proactive outreach.

SIGNALS

primaryFounder aged 70+: Senior director is approximately 81 years old. Natural succession window is now.

Red flags

clean

No red flags detected from available public data. (This is not a clean bill of health — detailed accounts review still recommended.)

Shareholders & ownership

1 active beneficial owner

Name	Shares	Voting rights	Nature of control	Notified
Sir Tim Ivo Jenner Individual · British · DOB 12/1945 · age 81	—	—	sig. influencesignificant influence · trust interest	18/03/2021

7 historic (ceased) PSCs

Mr Anthony Loweceased 23/09/2019· significant influence · trust interest
Dr Jonathan Adam Galloway Williamsceased 18/03/2021· significant influence · trust interest
Mr Roger William Worrallceased 12/03/2020· significant influence · trust interest
Mrs Olive Heather Stewartceased 12/09/2019· significant influence · trust interest
Mr Richard Stephen Greavesceased 14/06/2018· significant influence · trust interest
Dr Stephen Rolf Smithceased 14/06/2018· significant influence · trust interest
Mr Matthew Edward Covillceased 06/04/2017· significant influence · trust interest

From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.

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Peers ranked by estimated value, then turnover, then opportunity score.See all →

🔒Tailored diligence questions

7 specific questions generated from this company's actual signals — liquidity, leverage, director age, charge count, red flags, age-of-company.

Available from the Pro tier upwards.

See pricing →

🔒Advanced scoring suite

Exit-route ranking, improvement thesis, quiet-distress detector, covenant-pressure proxy, extraction monitor, approaching triggers, ownership drift, local cluster, value trap, debt capacity, archetype classification — 48+ scoring modules.

Available from the Pro tier upwards.

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Company details

Statusactive

Typeprivate-limited-guarant-nsc

Incorporated1987-05-20

Jurisdictionengland-wales

Primary SIC86900 — Other human health activities

Registered office

Katharine House Hospice Aynho Road

Adderbury

Banbury

OX17 3NL

England

Filing status

Accounts

Next due: 2026-12-31

Last made up to: 2025-03-31

Confirmation statement

Next due: 2027-02-05

Last: 2026-01-22