Verified AccountantsUK firms, verified against the public record

Cla Trust&legacy Planning Limited

Tax adviser in Gwaelod Y Garth CF15

Trust Score57/100Good

Companies House: 08594769Telynfa, Main Rd, Gwaelod-y-garth, Cardiff, CF15 9HJData updated 07 Jul 2026

Verified Accountants assessment

Cla Trust&legacy Planning Limited is a UK limited company based in Gwaelod Y Garth, incorporated in 2013 and trading for 13 years.

Public records confirm it is up to date with its accounts (last filed 30 Sep 2025) and running a confirmed website.

How we verify →

Verification record and Trust Score

57/100

Trust Score

Good
Public record
AML supervisedpending
Active company
Filing compliant
Trading 13 years
Professional qualification
  • ICAEW
  • ACCA
  • AAT
Contact
Websitepending
Phone
Email

The Trust Score is the share of the applicable public signals we have verified, scored out of 100 - fully deterministic, never subjective. How it is scored, and every signal's points →

Companies HouseActiveno. 08594769 (opens in new tab)incorporated 2013Companies House · checked 07 Jul
Registered activity
  • SIC 69203 - Tax consultancy
The business activity the firm registered with Companies House (its Standard Industrial Classification).Companies House · checked 07 Jul
Filing complianceAccounts and confirmation statement filed on timelast accounts 30 Sep 2025 (opens in new tab)Companies House · checked 07 Jul
Sources: Companies House (opens in new tab)
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People at Cla Trust&legacy Planning Limited

Directors and officers (2)

  • PHILLIPS, Judith, Mrs.Director · since 2013
  • DOWNES, Helen WynneDirector · since 2016

Persons with significant control (1)

  • Miss Christine Mary LeachOwns 50-75% of shares, Owns 50-75% of shares, 50-75% of voting rights, 50-75% of voting rights, Can appoint or remove directors

Source: Companies House register (opens in new tab).

Financials (as filed)

Companies House filing history (opens in new tab) | 2016 to 2025
Current assets
£56k
as at 30 Sep 2025+£14k vs 2024
Average employees
3
as at 30 Sep 2025
Current assets (cash, debtors, other) and net assets by year, in £. Latest year first.
2025202420232022202120202019201820172016
CashDebtorsOtherNet assets
Full figures
As filed30 Sep 202530 Sep 202430 Sep 202330 Sep 202230 Sep 202130 Sep 202030 Sep 201930 Sep 201830 Sep 201730 Sep 2016
Average employees333334433
Current assets£56,462£42,204£40,459£46,581£19,244£11,747£4,882£4,673£8,504£4,135
Fixed assets£167£372£283£591£579£372
Shareholders equity£33,000£32,736£30,304£29,126£8,110£5,807£29-£33,366-£14,133-£430

Figures as reported in this firm's accounts filed at Companies House. Net assets is total assets less what the company owes; a figure below zero means recorded liabilities exceed assets. Small companies may file abbreviated accounts that omit turnover and profit. Public record, reproduced as facts.

Timeline

  1. 2013Company incorporated
  2. 2025Latest accounts filed
  3. 2026Verified on this directory

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