ABOUT SWINDELLS FINANCIAL PLANNING LIMITED
If you use 100% of the LTA (£1M), take £250k of Tax-Free cash and place £750k into income drawdown there’s no immediate LTA charge. If the drawdown pot has grown to £1m at age 75 then £250k will be over the LTA (£1m less £750k). As the fund is already designated to provide an income, the 25% LTA charge applied and £62,500 is payable. But at age 75 it’s only the
In our experience, planning and funding for the payment of Long Term Care sits high on peoples lists of concerns and priorities. We had the recent furore regarding the so called Dementia Tax, alongside the ongoing confusion about assessment and eligibility for the State’s (NHS) Continuing Health Care funding. Finally, we are often asked about […]
KEY FINANCES
Year
2017
Assets
£163.28k
▲ £75.64k (86.32 %)
Cash
£124.97k
▲ £58.5k (88.00 %)
Liabilities
£122.74k
▲ £51.41k (72.07 %)
Net Worth
£40.54k
▲ £24.24k (148.67 %)
REGISTRATION INFO
-
Check the company
-
UK
-
Wealden
- Company name
- SWINDELLS FINANCIAL PLANNING LIMITED
- Company number
- 05271521
- Status
-
Active
- Categroy
- Private Limited Company
- Date of Incorporation
-
27 Oct 2004
Age - 20 years
- Home Country
- United Kingdom
CONTACTS
- Website
- swindellsfinancialplanning.co.uk
- Phones
-
01825 763 366
404050 506 060
01323 892 549
- Registered Address
- ATLANTIC HOUSE BELL LANE,
BELLBROOK INDUSTRIAL ESTATE,
UCKFIELD,
EAST SUSSEX,
TN22 1QL
ECONOMIC ACTIVITIES
- 64999
- Financial intermediation not elsewhere classified
LAST EVENTS
- 08 Jan 2017
- Total exemption small company accounts made up to 31 March 2016
- 22 Dec 2016
- Confirmation statement made on 27 October 2016 with updates
- 05 Nov 2015
- Annual return made up to 27 October 2015 with full list of shareholders
Statement of capital on 2015-11-05
GBP 9,000
See Also
Last update 2018
SWINDELLS FINANCIAL PLANNING LIMITED DIRECTORS
Duncan Orr
Acting
- Appointed
- 02 August 2007
- Occupation
- Financial Planner
- Role
- Director
- Age
- 61
- Nationality
- British
- Address
- Atlantic House, Bell Lane, Bellbrook Industrial Estate, Uckfield, East Sussex, TN22 1QL
- Country Of Residence
- United Kingdom
- Name
- ORR, Duncan
Melanie Jane Richardson
Acting
- Appointed
- 01 July 2015
- Occupation
- Chartered Accountant
- Role
- Director
- Age
- 56
- Nationality
- British
- Address
- Atlantic House, 8 Bell Lane, Bellbrook Industrial Estate, Uckfield, East Sussex, United Kingdom, TN22 1QL
- Country Of Residence
- England
- Name
- RICHARDSON, Melanie Jane
Robin Stevenson
Acting
- Appointed
- 07 December 2011
- Occupation
- Tax Accountant
- Role
- Director
- Age
- 60
- Nationality
- British
- Address
- Atlantic House, Bell Lane, Bellbrook Industrial Estate, Uckfield, East Sussex, TN22 1QL
- Country Of Residence
- United Kingdom
- Name
- STEVENSON, Robin
Joe Fackler
Resigned
- Appointed
- 27 October 2004
- Resigned
- 30 June 2015
- Occupation
- Chartered Accountant
- Role
- Secretary
- Nationality
- British
- Address
- Atlantic House, Bell Lane, Bellbrook Industrial Estate, Uckfield, East Sussex, TN22 1QL
- Name
- FACKLER, Joe
FORM 10 SECRETARIES FD LTD
Resigned
- Appointed
- 27 October 2004
- Resigned
- 29 October 2004
- Role
- Nominee Secretary
- Address
- 39a Leicester Road, Salford, Manchester, Lancashire, M7 4AS
- Name
- FORM 10 SECRETARIES FD LTD
Joe Fackler
Resigned
- Appointed
- 27 October 2004
- Resigned
- 30 June 2015
- Occupation
- Chartered Accountant
- Role
- Director
- Age
- 75
- Nationality
- British
- Address
- Atlantic House, Bell Lane, Bellbrook Industrial Estate, Uckfield, East Sussex, TN22 1QL
- Country Of Residence
- United Kingdom
- Name
- FACKLER, Joe
Peter John Gale
Resigned
- Appointed
- 27 October 2004
- Resigned
- 30 June 2015
- Occupation
- Chartered Accountant
- Role
- Director
- Age
- 74
- Nationality
- British
- Address
- Atlantic House, Bell Lane, Bellbrook Industrial Estate, Uckfield, East Sussex, TN22 1QL
- Country Of Residence
- England
- Name
- GALE, Peter John
Peter John Hewitt
Resigned
- Appointed
- 27 October 2004
- Resigned
- 18 November 2005
- Occupation
- Company Director
- Role
- Director
- Age
- 75
- Nationality
- British
- Address
- 1 The Ridgeway, Friston, Eastbourne, East Sussex, BN20 0EZ
- Country Of Residence
- England
- Name
- HEWITT, Peter John
FORM 10 DIRECTORS FD LTD
Resigned
- Appointed
- 27 October 2004
- Resigned
- 29 October 2004
- Role
- Nominee Director
- Address
- 39a Leicester Road, Salford, Manchester, Lancashire, M7 4AS
- Name
- FORM 10 DIRECTORS FD LTD
REVIEWS
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Excellent according to the company’s financial health.
