COMPU TAX (S.W.) LTD

💤Zombieactive
03525883 · ltd · incorporated 1998-03-12
Investment thesis
Zombie company — trading but stalled; unlikely mover.
Why interesting: Quiet, steady; could be a succession or carve-out candidate with the right conversation.
Why risky: No growth signal; thin margin for error on price.
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Sept 2025
Net worth
£9.9k
book net assets
Opportunity
80/100
Exceptional
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What this business does
Primary activity: Other activities auxiliary to financial services, except insurance and pension funding
Sector: Financial & insurance
Investor take
Pursue
Asset-holding vehicle with a 66-year-old founder — textbook succession opportunity.

Opportunity 80/100 (exceptional), bankability 75/100. Strong seller-intent signal (83/100, director aged 66). Share purchase looks the cleaner deal structure. Biggest value-creation lever: Broaden director team. Sole director creates succession risk and reduces buyer comfort. Appoint a second director or strong #2. Most likely exit: share sale to pe / searcher (73/100).

Data confidence

Overall: medium (78/100)

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
2 years of iXBRL accounts extracted (YoY deltas available) + narrative notes parsed
75
Lenders & charges
Confirmed no charges registered
85
Directors & officers
5 officers (2 active, 5 linked, 2 with DOB)
78
Ownership & PSC
1 active PSC(s) of 1 total, 1 with control declared
90
Director network
2 connected companies via shared directors
51
Filing history
69 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
80/100Exceptional
PassWatchWorth a lookStrongExceptional 

Strong composite across quality, acquirability, and risk. High-priority target — progress to serious diligence.

Business quality
70
Active, clean filings, stable charge profile.
Acquirability
80
Strong succession / seller-readiness signals.
Risk profile
85
Few red flags.
Signal strength
90
Good data coverage for analysis.

Signals from accounts

Derived from iXBRL accounts · accounting standard not declared
Positive net assets
Net assets £9,906
Net assets shrinking
Down £8,646 YoY

Key financials

2 years extracted from filed iXBRL accounts
Cash
—
Net Worth
£10k
↓ 47% YoY
Current Assets
£11k
↓ 48% YoY
Current Liabilities
—
£0£4k£8k£12k£16k£21kSept 2024Sept 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · accounting standard unknown
Metric2025-09-302024-09-30
Total assets£9.9k£18.6k
Current assets£10.7k£20.6k
Net assets£9.9k£18.6k

Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.

Recent activity

Last 30 days
1
filing
  • • 1 accounts
Last 90 days
1
filing
  • • 1 accounts
Last 180 days
1
filing
  • • 1 accounts
Counts from Companies House filing history.
Corporate timeline (23 events)Click to expand
  1. 2026-06-23
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  2. 2025-06-30
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  3. 2024-06-25
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  4. 2023-06-30
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  5. 2022-06-28
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  6. 2021-06-22
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  7. 2020-09-30
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  8. 2019-06-27
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  9. 2018-06-29
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  10. 2017-06-30
    📄
    accounts-with-accounts-type-total-exemption-small
    accounts · AA
  11. 2016-06-30
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  12. 2016-04-25
    📄
    annual-return-company-with-made-up-date-full-list-shareholders
    annual-return · AR01
  13. 2015-06-24
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  14. 2015-04-10
    📄
    annual-return-company-with-made-up-date-full-list-shareholders
    annual-return · AR01
  15. 2012-04-06
    ➖
    BLACKWELL, Alexander resigned
    director
  16. 1998-04-24
    ➕
    BATE, Philip Henry appointed
    secretary
  17. 1998-04-24
    ➕
    BATE, Philip Henry appointed
    director
  18. 1998-04-24
    ➕
    BLACKWELL, Alexander appointed
    director
  19. 1998-03-12
    🏢
    Company incorporated
    As COMPU TAX (S.W.) LTD
  20. 1998-03-12
    ➕
    FORM 10 SECRETARIES FD LTD appointed
    corporate-nominee-secretary
  21. 1998-03-12
    ➖
    FORM 10 SECRETARIES FD LTD resigned
    corporate-nominee-secretary
  22. 1998-03-12
    ➕
    FORM 10 DIRECTORS FD LTD appointed
    corporate-nominee-director
  23. 1998-03-12
    ➖
    FORM 10 DIRECTORS FD LTD resigned
    corporate-nominee-director

Owner dependency

100/100
Critical — business is the founder

The business appears inseparable from the founder. Acquisition without a serious earn-out or meaningful transition period would likely destroy value.

FACTORS
  • +Sole director: Only one active director — all governance concentrated on one person.
  • +Long-tenure founder: Senior director has been in place 28 years — deep operational knowledge concentrated in one person.
  • +Founder age: Director aged approximately 66 — succession pressure is live.

Succession & seller-readiness

95/100
Likely off-market candidate

Strong acquirability signals converging. Worth approaching directly — this is how off-market deals start.

SIGNALS
  • primaryFounder aged 63+: Senior director is approximately 66. Approaching typical UK retirement age — succession thinking likely.
  • primarySole active director: Only one director in control. No visible successor — buyers solve the succession problem.
  • primary20+ year tenure: Director in role 28 years. Very long tenure is a classic succession signal.
  • secondaryStable-but-static management: Company is 28 years old and no new directors in the last 3 years — succession not yet being planned internally.
  • supportingClean filings + long tenure: Disciplined long-tenure operator — classic lifestyle-business pattern that often sells quietly.

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 · dominant holder ≥75%
NameSharesVoting rightsNature of controlNotified
Mr Philip Henry Bate
Individual · British · DOB 06/1960 · age 66
75–100%
—75-100% shares01/08/2016

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

🔒Co-director network graph

Radial SVG graph showing every company connected via shared directors, colour-coded by status.

Available from the Pro tier upwards.

See pricing →

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Peers ranked by estimated value, then turnover, then opportunity score.See all →
🔒Tailored diligence questions

8 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.

See pricing →

Company details

Statusactive
Typeltd
Incorporated1998-03-12
Jurisdictionengland-wales
Primary SIC66190 — Other activities auxiliary to financial services, except insurance and pension funding

Registered office

Unit 2 Restormel Estate
Liddicoat Road
Lostwithiel
Cornwall
PL22 0HG

Filing status

Accounts
Next due: 2027-06-30
Last made up to: 2025-09-30
Confirmation statement
Next due: 2026-07-12
Last: 2025-06-28

Officers (2 active · 3 resigned)

BATE, Philip Henry→
secretary · appointed 1998-04-24
View their other companies + combined net worth →
Active
BATE, Philip Henry→
director · ~66y · appointed 1998-04-24
View their other companies + combined net worth →
Active
FORM 10 SECRETARIES FD LTD→
corporate-nominee-secretary · appointed 1998-03-12 · resigned 1998-03-12
Resigned
BLACKWELL, Alexander→
director · ~67y · appointed 1998-04-24 · resigned 2012-04-06
Resigned
FORM 10 DIRECTORS FD LTD→
corporate-nominee-director · appointed 1998-03-12 · resigned 1998-03-12
Resigned

Click a director name to see their full track record across all companies.

Recent filings (69 total)

accounts-with-accounts-type-micro-entity
accounts · AA
2026-06-23
confirmation-statement-with-updates
confirmation-statement · CS01
2025-07-16
accounts-with-accounts-type-micro-entity
accounts · AA
2025-06-30
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-07-18
accounts-with-accounts-type-micro-entity
accounts · AA
2024-06-25
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-07-24
accounts-with-accounts-type-micro-entity
accounts · AA
2023-06-30
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-07-20
accounts-with-accounts-type-micro-entity
accounts · AA
2022-06-28
confirmation-statement-with-updates
confirmation-statement · CS01
2021-06-28
confirmation-statement-with-updates
confirmation-statement · CS01
2021-06-24
accounts-with-accounts-type-micro-entity
accounts · AA
2021-06-22
confirmation-statement-with-no-updates
confirmation-statement · CS01
2020-11-27
accounts-with-accounts-type-micro-entity
accounts · AA
2020-09-30
confirmation-statement-with-updates
confirmation-statement · CS01
2019-09-27