BOSTON ACADEMIES UMBRELLA TRUST
🌳Matureactive
08516221 · private-limited-guarant-nsc-limited-exemption · incorporated 2013-05-03
Investment thesis
Established operating company — standard diligence applies, no dominant angle.
Why interesting: Live, filing, normal profile.
Why risky: No standout signals in either direction.
🔒Estimated value
—
Upgrade to see
Turnover
—
year to May 2026
Net worth
—
book net assets
Opportunity
78/100
Strong
What this business does
Primary activity: General secondary education
Sector: Education
Investor take
PursueStrong opportunity: active trading company with strong profile and bankable structure.
Opportunity 78/100 (strong), bankability 75/100. Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (65/100).
Data confidence
Overall: high (80/100)Strong data coverage across all sections. AI outputs should be trusted with minimal caveats.
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
17 officers (3 active, 17 linked, 17 with DOB)
90
Ownership & PSC
1 active PSC(s) of 5 total, 5 with control declared
90
Director network
2 connected companies via shared directors
51
Filing history
63 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
78/100Strong
PassWatchWorth a lookStrongExceptional
Solid opportunity signal. Worth a dedicated memo and management meeting.
Business quality
70
Active, clean filings, stable charge profile.
Acquirability
70
Strong succession / seller-readiness signals.
Risk profile
85
Few red flags.
Signal strength
90
Good data coverage for analysis.
Key financials
2 years extracted from filed iXBRL accountsCash
—
Net Worth
—
Current Assets
—
Current Liabilities
—
Hover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · FRS 102| Metric | 2026-05-31 | 2025-05-31 |
|---|
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
Recent activity
Last 30 days
0
filings
Last 90 days
1
filing
- • 1 accounts
Last 180 days
3
filings
- • 1 accounts
- • 1 confirmation-statement
- • 1 officers
Counts from Companies House filing history.
Corporate timeline (54 events)Click to expand
- 2026-06-01📄accounts-with-accounts-type-dormantaccounts · AA
- 2026-02-25📄appoint-person-director-company-with-name-dateofficers · AP01
- 2026-02-24➕LOCKYER, Kevin Michael appointeddirector
- 2026-01-22📄termination-director-company-with-name-termination-dateofficers · TM01
- 2025-12-25➖MONEY, Ian Philip Anthony resigneddirector
- 2025-11-15📄accounts-with-accounts-type-dormantaccounts · AA
- 2025-05-06📄appoint-person-director-company-with-name-dateofficers · AP01
- 2025-05-02📄termination-director-company-with-name-termination-dateofficers · TM01
- 2025-05-02📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2025-05-02📄appoint-person-director-company-with-name-dateofficers · AP01
- 2025-05-02📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2025-05-02📄termination-director-company-with-name-termination-dateofficers · TM01
- 2025-04-29➕WOODS, Emma Jane appointeddirector
- 2025-04-29➖DOUGHTY, Tammy resigneddirector
- 2025-04-29➕MONEY, Ian Philip Anthony appointeddirector
- 2025-04-29➖VAN-TAM, Mr Jonathan Stafford Nguyen resigneddirector
- 2024-06-05📄accounts-with-accounts-type-dormantaccounts · AA
- 2024-03-20📄appoint-person-director-company-with-name-dateofficers · AP01
- 2024-03-19➖BOSWORTH, David Phillip resigneddirector
- 2024-03-19➕DOUGHTY, Tammy appointeddirector
- 2024-03-19➖MONEY, Ian Philip Anthony resigneddirector
- 2024-03-19➕VAN-TAM, Mr Jonathan Stafford Nguyen appointeddirector
- 2024-03-19📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2024-03-19📄appoint-person-director-company-with-name-dateofficers · AP01
- 2024-03-19📄termination-director-company-with-name-termination-dateofficers · TM01
- 2024-03-19📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2024-03-19📄termination-director-company-with-name-termination-dateofficers · TM01
- 2023-06-28📄accounts-with-accounts-type-dormantaccounts · AA
- 2023-05-30📄termination-director-company-with-name-termination-dateofficers · TM01
- 2023-05-26➖DICKENS, Stephanie Joanne resigneddirector
- 2023-05-20📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2023-05-20📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2023-05-20📄appoint-person-director-company-with-name-dateofficers · AP01
- 2023-04-24➕BOSWORTH, David Phillip appointeddirector
- 2023-03-14➕MONEY, Ian Philip Anthony appointeddirector
- 2023-03-09➖BOSWORTH, David Phillip resigneddirector
- 2016-07-19➕DICKENS, Stephanie Joanne appointeddirector
- 2016-06-19➖CAMPION, Charles Owen Barkworth resigneddirector
- 2015-07-25➖HAMSHAW, Christina resigneddirector
- 2015-07-25➖SMITH, Dean Thomas resigneddirector
- 2014-05-20➕MCHENRY, John Patrick appointeddirector
- 2014-05-08➕CAMPION, Charles Owen Barkworth appointeddirector
- 2014-03-27➖WORRALL, Michael resigneddirector
- 2014-03-08➖WOODLIFFE, Stephen Victor resigneddirector
- 2014-01-27➖JACOBS, Catherine Louise resigneddirector
- 2013-12-12➕BOSWORTH, David Phillip appointeddirector
- 2013-12-12➕JACOBS, Catherine Louise appointeddirector
- 2013-12-09➕SMITH, Dean Thomas appointeddirector
- 2013-05-09➖WEARDEN, Mark Thomas resigneddirector
- 2013-05-03🏢Company incorporatedAs BOSTON ACADEMIES UMBRELLA TRUST
Showing most recent 50 of 54 events
Owner dependency
58/100
Moderate — manageable with handoverSome founder dependency, but not acute. A structured handover period should cover most risk.
FACTORS
- +Senior director age: Director aged approximately 60 — approaching natural succession window.
Succession & seller-readiness
53/100
Moderate signalSome succession indicators present. Worth watching; approach if sector/strategy fits.
SIGNALS
- secondaryFounder aged 58+: Senior director is approximately 60. Early succession window.
- secondary12+ year tenure: Director in role 12 years.
- supportingClean filings + long tenure: Disciplined long-tenure operator — classic lifestyle-business pattern that often sells quietly.
Red flags
cleanNo 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 |
|---|---|---|---|---|
Mrs Emma Jane Woods Individual · British · DOB 12/1975 · age 51 | — | — | sig. influencesignificant influence | 29/04/2025 |
4 historic (ceased) PSCs
- Mrs Tammy Doughtyceased 29/04/2025· significant influence · trust interest · firm interest
- Mr David Phillip Bosworthceased 19/03/2024· significant influence · trust interest
- Mrs Stephanie Joanne Dickensceased 24/04/2023· significant influence · trust interest · firm interest
- Mr Phillip Bosworthceased 09/03/2023· significant influence · trust interest
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 →Similar companies
Active · Education & training · PE postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| AFRIKAN VILLAGE UK LTD→ 16515118 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| ART EARTH TECH LIMITED→ 10481921 · est 2016 · no financials extracted | — | — | — | — | 9y | — | — |
| AVIATION TRAINING LTD→ 12526392 · est 2020 · no financials extracted | — | — | — | — | 6y | — | — |
| BIBLE QUIZ QUEST LTD→ 16579068 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| BNU RODNA STRYAHA - KING'S LYNN LTD→ 16087214 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| BODHX ACADEMY LIMITED→ 17005840 · est 2026 · no financials extracted | — | — | — | — | — | — | — |
| BODY AID SOLUTIONS LTD→ 07517440 · est 2011 · no financials extracted | — | — | — | — | 15y | — | — |
| BOLTON INSTRUCTOR SERVICES LIMITED→ 14936299 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| BOOKBRIDGE TUTORING LIMITED→ 16629575 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| BOSTON COLLEGE GROUP LIMITED→ 02817068 · est 1993 · no financials extracted | — | — | — | — | 32y | — | — |
| BOSTON GRAMMAR SCHOOL→ 08314056 · est 2012 · no financials extracted | — | — | — | — | 13y | — | — |
| BOSTON HIGH SCHOOL→ 08314283 · est 2012 · no financials extracted | — | — | — | — | 13y | — | — |
Peers ranked by estimated value, then turnover, then opportunity score.See all →
🔒Tailored diligence questions
6 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
Typeprivate-limited-guarant-nsc-limited-exemption
Incorporated2013-05-03
Jurisdictionengland-wales
Primary SIC85310 — General secondary education
Registered office
Boston Grammar School
South End
Boston
PE21 6JY
Filing status
Accounts
Next due: 2028-02-29
Last made up to: 2026-05-31
Confirmation statement
Next due: 2027-04-01
Last: 2026-03-18
Officers (3 active · 14 resigned)
LOCKYER, Kevin Michael→
Activedirector · ~60y · appointed 2026-02-24
View their other companies + combined net worth →
MCHENRY, John Patrick→
Activedirector · ~54y · appointed 2014-05-20
View their other companies + combined net worth →
WOODS, Emma Jane→
Activedirector · ~51y · appointed 2025-04-29
View their other companies + combined net worth →
BOSWORTH, David Phillip→
Resigneddirector · ~74y · appointed 2023-04-24 · resigned 2024-03-19
BOSWORTH, David Phillip→
Resigneddirector · ~74y · appointed 2013-12-12 · resigned 2023-03-09
CAMPION, Charles Owen Barkworth→
Resigneddirector · ~67y · appointed 2014-05-08 · resigned 2016-06-19
DICKENS, Stephanie Joanne→
Resigneddirector · ~52y · appointed 2016-07-19 · resigned 2023-05-26
DOUGHTY, Tammy→
Resigneddirector · ~46y · appointed 2024-03-19 · resigned 2025-04-29
HAMSHAW, Christina→
Resigneddirector · ~68y · appointed 2013-05-03 · resigned 2015-07-25
JACOBS, Catherine Louise→
Resigneddirector · ~59y · appointed 2013-12-12 · resigned 2014-01-27
MONEY, Ian Philip Anthony→
Resigneddirector · ~72y · appointed 2025-04-29 · resigned 2025-12-25
MONEY, Ian Philip Anthony→
Resigneddirector · ~72y · appointed 2023-03-14 · resigned 2024-03-19
SMITH, Dean Thomas→
Resigneddirector · ~67y · appointed 2013-12-09 · resigned 2015-07-25
VAN-TAM, Mr Jonathan Stafford Nguyen→
Resigneddirector · ~62y · appointed 2024-03-19 · resigned 2025-04-29
WEARDEN, Mark Thomas→
Resigneddirector · ~69y · appointed 2013-05-03 · resigned 2013-05-09
WOODLIFFE, Stephen Victor→
Resigneddirector · ~76y · appointed 2013-05-03 · resigned 2014-03-08
WORRALL, Michael→
Resigneddirector · ~68y · appointed 2013-05-03 · resigned 2014-03-27
Click a director name to see their full track record across all companies.
Recent filings (63 total)
accounts-with-accounts-type-dormant
accounts · AA
2026-06-01
confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-03-18
appoint-person-director-company-with-name-date
officers · AP01
2026-02-25
termination-director-company-with-name-termination-date
officers · TM01
2026-01-22
accounts-with-accounts-type-dormant
accounts · AA
2025-11-15
appoint-person-director-company-with-name-date
officers · AP01
2025-05-06
termination-director-company-with-name-termination-date
officers · TM01
2025-05-02
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2025-05-02
appoint-person-director-company-with-name-date
officers · AP01
2025-05-02
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2025-05-02
termination-director-company-with-name-termination-date
officers · TM01
2025-05-02
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-03-18
accounts-with-accounts-type-dormant
accounts · AA
2024-06-05
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-03-25
appoint-person-director-company-with-name-date
officers · AP01
2024-03-20