A D ACCOUNTS (TRUSTS) LIMITED

💤Zombieactive
12543519 · ltd · incorporated 2020-04-01
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 Jul 2025
Net worth
£49.2k
book net assets
Opportunity
76/100
Strong
🔔
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What this business does

Likely providing day-to-day accounting, auditing, and tax consultancy services with a specialist focus on trusts, including trust accounts preparation, tax compliance, and financial reporting for trust structures and their beneficiaries.

Primary activity: Accounting and auditing activities
Sector: Professional, scientific & technical
ALSO REGISTERED FOR
  • 69203Tax consultancy
Investor take
Pursue
Asset-holding vehicle with a 68-year-old founder — textbook succession opportunity.

Opportunity 76/100 (strong), bankability 75/100. Strong seller-intent signal (60/100, director aged 68). 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: high (80/100)

Strong data coverage across all sections. AI outputs should be trusted with minimal caveats.

Company profile
address, 2 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
1 officers (1 active, 1 linked, 1 with DOB)
90
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
13 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
76/100Strong
PassWatchWorth a lookStrongExceptional 

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

Business quality
65
Adequate — check latest filings for context.
Acquirability
70
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 £49,188
Cash YoY
+144%
Year on year

Key financials

2 years extracted from filed iXBRL accounts
Cash
£22k
↑ 144% YoY
Net Worth
£49k
↑ 124% YoY
Current Assets
£63k
↑ 65% YoY
Current Liabilities
£0£13k£25k£38k£51k£63kJul 2024Jul 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · accounting standard unknown
Metric2025-07-312024-07-31
Total assets£49.2k£22.0k
Current assets£63.3k£38.3k
Cash£22.2k£9.1k
Debtors£32.6k£16.8k
Net assets£49.2k£22.0k

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

🔒Filing-note intelligence

1 signal detected in this company's narrative notes — going-concern language, audit opinion, contingent liabilities, related-party transactions.

Available from the Pro tier upwards.

See pricing →

Recent activity

Last 30 days
1
filing
  • 1 accounts
Last 90 days
2
filings
  • 1 accounts
  • 1 confirmation-statement
Last 180 days
2
filings
  • 1 accounts
  • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (9 events)Click to expand
  1. 2026-04-23
    📄
    accounts-with-accounts-type-unaudited-abridged
    accounts · AA
  2. 2025-04-23
    📄
    accounts-with-accounts-type-unaudited-abridged
    accounts · AA
  3. 2024-02-21
    📄
    accounts-with-accounts-type-unaudited-abridged
    accounts · AA
  4. 2023-06-21
    📄
    accounts-with-accounts-type-unaudited-abridged
    accounts · AA
  5. 2022-03-28
    📄
    accounts-with-accounts-type-unaudited-abridged
    accounts · AA
  6. 2021-10-31
    📄
    change-account-reference-date-company-previous-extended
    accounts · AA01
  7. 2020-04-01
    🏢
    Company incorporated
    As A D ACCOUNTS (TRUSTS) LIMITED
  8. 2020-04-01
    DAVIES, Allan James appointed
    director
  9. 2020-04-01
    📄
    incorporation-company
    incorporation · NEWINC

Owner dependency

95/100
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.
  • +Founder age: Director aged approximately 68 — succession pressure is live.
  • +No director turnover: Company is 6 years old with no director changes — suggests a very tight-knit founder team never broadened.

Succession & seller-readiness

65/100
Strong succession signal

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

SIGNALS
  • primaryFounder aged 63+: Senior director is approximately 68. Approaching typical UK retirement age — succession thinking likely.
  • primarySole active director: Only one director in control. No visible successor — buyers solve the succession problem.

Red flags

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

Group structure

A D Accounts Limited is the ultimate parent — holding 75%+ shares. This company sits inside their group.

🏛️
A D Accounts Limited
Corporate parent · holds 75-100% shares · board control
ultimate parent
A D ACCOUNTS (TRUSTS) LIMITED
This company · 12543519

Parent relationships inferred from Persons with Significant Control filings. Full subsidiary tree requires reverse-lookup (coming).

Shareholders & ownership

1 active beneficial owner · dominant holder ≥75%
NameSharesVoting rightsNature of controlNotified
A D Accounts Limited
Corporate entity
75100%
75–100%board control75-100% shares · 75-100% voting · board control01/04/2020

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
Incorporated2020-04-01
Jurisdictionengland-wales
Primary SIC69201 — Accounting and auditing activities

Registered office

59 Hampton Park Road
Hereford
HR1 1TJ
United Kingdom

Filing status

Accounts
Next due: 2027-04-30
Last made up to: 2025-07-31
Confirmation statement
Next due: 2027-04-14
Last: 2026-03-31

Officers (1 active · 0 resigned)

DAVIES, Allan James
director · ~68y · appointed 2020-04-01
View their other companies + combined net worth →
Active

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

Recent filings (13 total)

accounts-with-accounts-type-unaudited-abridged
accounts · AA
2026-04-23
confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-04-03
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2025-04-23
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-04-01
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-04-02
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2024-02-21
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2023-06-21
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-04-30
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-04-23
accounts-with-accounts-type-unaudited-abridged
accounts · AA
2022-03-28
change-account-reference-date-company-previous-extended
accounts · AA01
2021-10-31
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-04-09
incorporation-company
incorporation · NEWINC
2020-04-01