PERSONAL ASSETS TRUST PUBLIC LIMITED COMPANY

🌳Matureactive
SC074582 · plc · incorporated 1981-04-23
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.
Why now
Window steady · low confidence
Stable recent picture — watch for any upcoming trigger event.
What changed my view
Last 30 days

No material changes in the last 30 days.

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
81/100
Exceptional
🔔
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What this business does
Primary activity: Activities of investment trusts
Sector: Financial & insurance
Investor take
Pursue
Active trading company with a 71-year-old founder — textbook succession opportunity.

Opportunity 81/100 (exceptional), bankability 75/100. Strong seller-intent signal (63/100, director aged 71). Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).

Data confidence

Overall: low (50/100)

Sparse data coverage. Treat AI-generated outputs as preliminary. Manual diligence essential.

Company profile
address, 1 SIC codes, incorporation date
100
Financials
No iXBRL financials extracted
0
Lenders & charges
Confirmed no charges registered
85
Directors & officers
25 officers (8 active, 25 linked, 18 with DOB)
84
Ownership & PSC
No PSCs filed (unusual — worth investigating)
35
Director network
9 connected companies via shared directors
72
Filing history
855 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
81/100Exceptional
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
85
Strong succession / seller-readiness signals.
Risk profile
85
Few red flags.
Signal strength
90
Good data coverage for analysis.

Recent activity

Last 30 days
0
filings
Last 90 days
3
filings
  • • 3 capital
Last 180 days
10
filings
  • • 10 capital
Counts from Companies House filing history.
Corporate timeline (62 events)Click to expand
  1. 2026-04-30
    📄
    capital-return-purchase-own-shares-treasury-capital-date
    capital · SH03
  2. 2026-04-28
    📄
    capital-sale-or-transfer-treasury-shares-with-date-currency-capital-figure
    capital · SH04
  3. 2026-04-20
    📄
    capital-return-purchase-own-shares-treasury-capital-date
    capital · SH03
  4. 2026-02-25
    📄
    capital-sale-or-transfer-treasury-shares-with-date-currency-capital-figure
    capital · SH04
  5. 2026-02-18
    📄
    capital-sale-or-transfer-treasury-shares-with-date-currency-capital-figure
    capital · SH04
  6. 2026-02-16
    📄
    capital-sale-or-transfer-treasury-shares-with-date-currency-capital-figure
    capital · SH04
  7. 2026-01-15
    📄
    capital-sale-or-transfer-treasury-shares-with-date-currency-capital-figure
    capital · SH04
  8. 2026-01-09
    📄
    capital-sale-or-transfer-treasury-shares-with-date-currency-capital-figure
    capital · SH04
  9. 2025-12-31
    📄
    capital-sale-or-transfer-treasury-shares-with-date-currency-capital-figure
    capital · SH04
  10. 2025-12-16
    📄
    capital-sale-or-transfer-treasury-shares-with-date-currency-capital-figure
    capital · SH04
  11. 2025-12-01
    📄
    capital-return-purchase-own-shares-treasury-capital-date
    capital · SH03
  12. 2025-11-20
    📄
    capital-return-purchase-own-shares-treasury-capital-date
    capital · SH03
  13. 2025-11-07
    📄
    capital-sale-or-transfer-treasury-shares-with-date-currency-capital-figure
    capital · SH04
  14. 2025-10-14
    📄
    accounts-with-accounts-type-full
    accounts · AA
  15. 2025-10-14
    📄
    capital-return-purchase-own-shares-treasury-capital-date
    capital · SH03
  16. 2025-10-13
    📄
    capital-sale-or-transfer-treasury-shares-with-date-currency-capital-figure
    capital · SH04
  17. 2025-09-23
    📄
    capital-return-purchase-own-shares-treasury-capital-date
    capital · SH03
  18. 2025-08-26
    📄
    capital-return-purchase-own-shares-treasury-capital-date
    capital · SH03
  19. 2025-08-15
    📄
    capital-return-purchase-own-shares-treasury-capital-date
    capital · SH03
  20. 2025-08-14
    📄
    capital-return-purchase-own-shares-treasury-capital-date
    capital · SH03
  21. 2025-08-14
    📄
    capital-return-purchase-own-shares-treasury-capital-date
    capital · SH03
  22. 2025-08-04
    📄
    capital-return-purchase-own-shares-treasury-capital-date
    capital · SH03
  23. 2025-07-30
    📄
    resolution
    resolution · RESOLUTIONS
  24. 2025-07-24
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  25. 2025-07-18
    ➕
    BROWN, Sharon Mary appointed
    director
  26. 2025-07-18
    ➖
    SHARP, Jean Mary resigned
    director
  27. 2024-05-01
    ➕
    THOMAS, Jennifer Natasha appointed
    director
  28. 2020-09-18
    ➕
    CLEMENTS, Mandy Jane appointed
    director
  29. 2020-09-18
    ➕
    ROBERTSON, Robert James appointed
    director
  30. 2020-09-18
    ➖
    ANGUS, Robin John resigned
    director
  31. 2020-09-18
    ➖
    BUCHAN, Hamish Noble resigned
    director
  32. 2020-04-01
    ➕
    JUNIPER PARTNERS LIMITED appointed
    corporate-secretary
  33. 2020-04-01
    ➖
    DAVIDSON, Steven Kean resigned
    secretary
  34. 2019-07-11
    ➖
    RUSHBROOK, Frank Paul resigned
    director
  35. 2017-12-01
    ➕
    FERGUSON, Iain George Thomas appointed
    director
  36. 2017-12-01
    ➕
    READ, Paul Edward appointed
    director
  37. 2017-07-20
    ➖
    PAUL, Stuart Watson resigned
    director
  38. 2016-07-21
    ➕
    SHARP, Jean Mary appointed
    director
  39. 2013-07-25
    ➖
    HAMILTON-SHARP, John Martin Graham resigned
    director
  40. 2009-07-16
    ➕
    PAUL, Stuart Watson appointed
    director
  41. 2009-07-16
    ➕
    RUSHBROOK, Frank Paul appointed
    director
  42. 2009-07-16
    ➖
    WHITE, Robert Pringle resigned
    director
  43. 2008-10-12
    ➖
    RUSHBROOK, Ian Frank resigned
    director
  44. 2006-01-18
    ➕
    DAVIDSON, Steven Kean appointed
    secretary
  45. 2006-01-18
    ➖
    HAY SMITH, Gordon Robert resigned
    secretary
  46. 2001-07-05
    ➕
    BUCHAN, Hamish Noble appointed
    director
  47. 2001-05-17
    ➕
    HAY SMITH, Gordon Robert appointed
    secretary
  48. 2001-05-17
    ➖
    FRIENDS IVORY & SIME PLC resigned
    corporate-secretary
  49. 2000-11-24
    ➖
    MITCHELL, Rona Helen resigned
    secretary
  50. 2000-11-24
    ➕
    FRIENDS IVORY & SIME PLC appointed
    corporate-secretary
Showing most recent 50 of 62 events

Owner dependency

65/100
High — earn-out structure required

Material founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.

FACTORS
  • -7 active directors: Broader management team in place — suggests transferable governance.
  • +Long-tenure founder: Senior director has been in place 29 years — deep operational knowledge concentrated in one person.
  • +Founder age: Director aged approximately 71 — succession pressure is live.

Succession & seller-readiness

80/100
Likely off-market candidate

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

SIGNALS
  • primaryFounder aged 70+: Senior director is approximately 71 years old. Natural succession window is now.
  • primary20+ year tenure: Director in role 29 years. Very long tenure is a classic succession signal.
  • 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.)
🔒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

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.

See pricing →

Company details

Statusactive
Typeplc
Incorporated1981-04-23
Jurisdictionscotland
Primary SIC64301 — Activities of investment trusts

Registered office

28 Walker Street
Edinburgh
EH3 7HR
Scotland

Filing status

Accounts
Next due: 2026-10-31
Last made up to: 2025-04-30
Confirmation statement
Next due: 2026-08-11
Last: 2025-07-28

Officers (8 active · 17 resigned)

JUNIPER PARTNERS LIMITED→
corporate-secretary · appointed 2020-04-01
View their other companies + combined net worth →
Active
BROWN, Sharon Mary→
director · ~58y · appointed 2025-07-18
View their other companies + combined net worth →
Active
CLEMENTS, Mandy Jane→
director · ~60y · appointed 2020-09-18
View their other companies + combined net worth →
Active
FERGUSON, Iain George Thomas→
director · ~71y · appointed 2017-12-01
View their other companies + combined net worth →
Active
NEILLY, Gordon Joseph→
director · ~66y · appointed 1997-04-30
View their other companies + combined net worth →
Active
READ, Paul Edward→
director · ~65y · appointed 2017-12-01
View their other companies + combined net worth →
Active
ROBERTSON, Robert James→
director · ~68y · appointed 2020-09-18
View their other companies + combined net worth →
Active
THOMAS, Jennifer Natasha→
director · ~51y · appointed 2024-05-01
View their other companies + combined net worth →
Active
AITKEN, William Alexander→
secretary · appointed 1997-02-20 · resigned 1999-06-03
Resigned
DAVIDSON, Steven Kean→
secretary · appointed 2006-01-18 · resigned 2020-04-01
Resigned
HAY SMITH, Gordon Robert→
secretary · appointed 2001-05-17 · resigned 2006-01-18
Resigned
MITCHELL, Rona Helen→
secretary · appointed 1999-06-03 · resigned 2000-11-24
Resigned
NEILLY, Gordon Joseph→
secretary · resigned 1997-02-20
Resigned
FRIENDS IVORY & SIME PLC→
corporate-secretary · appointed 2000-11-24 · resigned 2001-05-17
Resigned
ANDERSON, Richard Boscawen→
director · ~104y · resigned 1997-07-04
Resigned
ANGUS, Robin John→
director · ~74y · resigned 2020-09-18
Resigned
BUCHAN, Hamish Noble→
director · ~82y · appointed 2001-07-05 · resigned 2020-09-18
Resigned
DE SALABERRY, Pascal D'Irumberry→
director · ~85y · resigned 1993-06-11
Resigned
HAMILTON-SHARP, John Martin Graham→
director · ~84y · appointed 1990-11-16 · resigned 2013-07-25
Resigned
MENZIES, John Maxwell→
director · ~100y · resigned 1992-12-31
Resigned

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

Recent filings (855 total)

capital-return-purchase-own-shares-treasury-capital-date
capital · SH03
2026-04-30
capital-sale-or-transfer-treasury-shares-with-date-currency-capital-figure
capital · SH04
2026-04-28
capital-return-purchase-own-shares-treasury-capital-date
capital · SH03
2026-04-20
capital-sale-or-transfer-treasury-shares-with-date-currency-capital-figure
capital · SH04
2026-02-25
capital-sale-or-transfer-treasury-shares-with-date-currency-capital-figure
capital · SH04
2026-02-18
capital-sale-or-transfer-treasury-shares-with-date-currency-capital-figure
capital · SH04
2026-02-16
capital-sale-or-transfer-treasury-shares-with-date-currency-capital-figure
capital · SH04
2026-01-15
capital-sale-or-transfer-treasury-shares-with-date-currency-capital-figure
capital · SH04
2026-01-09
capital-sale-or-transfer-treasury-shares-with-date-currency-capital-figure
capital · SH04
2025-12-31
capital-sale-or-transfer-treasury-shares-with-date-currency-capital-figure
capital · SH04
2025-12-16
capital-return-purchase-own-shares-treasury-capital-date
capital · SH03
2025-12-01
capital-return-purchase-own-shares-treasury-capital-date
capital · SH03
2025-11-20
capital-sale-or-transfer-treasury-shares-with-date-currency-capital-figure
capital · SH04
2025-11-07
accounts-with-accounts-type-full
accounts · AA
2025-10-14
capital-return-purchase-own-shares-treasury-capital-date
capital · SH03
2025-10-14