HERITAGE ESTATE PLANNERS LTD
Active Company number 12000303
HERITAGE ESTATE PLANNERS LTD (company number 12000303) is a private limited company incorporated on 16 May 2019. Its status on the Companies House register is Active. Its registered office is in Aldershot, GU11 3QJ. Its nature of business (SIC 2007) is activities of insurance agents and brokers (66220). Its latest accounts we hold, for the period ending 31 May 2025, report net liabilities of £55k.
Source: Companies House register, as at 29 September 2026. How to cite this page
Information only, not advice. Register details and accounts figures are the company's own filings, shown as filed: CompanyStack does not audit or verify them and accepts no responsibility for decisions made on them. Check important facts at Companies House.
Company Report on HERITAGE ESTATE PLANNERS LTD (PDF)
The register, the accounts and the people behind the company in one PDF, for your own business use.
- Summary and Health Score, with the reasons behind the score
- Red flags and what changed in the last 12 months
- Key figures against the year before, and filing deadlines
- Financials ledger: up to 10 years of filed accounts
- Who runs and owns it: directors, secretaries and PSCs
- Charges, filing history and methodology
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Company details
- Company number
- 12000303
- Status
- Active
- Company type
- Private Limited Company
- Incorporated
- 16 May 2019
- Country of origin
- United Kingdom
- Registered office
- VOYAGER HOUSE
50 BOXALLS LANE
ALDERSHOT
GU11 3QJ
UNITED KINGDOM
Nature of business (SIC 2007)
Accounts and confirmation statement
- Accounting reference date
- 31 May
- Accounts category
- MICRO ENTITY
- Accounts last made up to
- 31 May 2025
- Next accounts due
- 28 February 2027
- Confirmation statement last made up to
- 15 May 2026
- Next confirmation statement due
- 29 May 2027
Financial summary
| Period ending | 31 May 2025 | 31 May 2024 | 31 May 2023 | 31 May 2022 | 31 May 2021 | 31 May 2020 |
|---|---|---|---|---|---|---|
| Total assets | £1,909 | £2,136 | £2,174 | £24k | £24k | £9,053 |
| Current liabilities | £57k | £63k | £65k | £74k | £29k | £1,184 |
| Net current assets / (liabilities) | (£57k) | (£62k) | (£65k) | (£53k) | (£6,274) | £7,317 |
| Total liabilities | £57k | £63k | £65k | £187k | — | £19k |
| Net liabilities | £55k | £61k | £63k | £162k | £87k | £9,631 |
| Employees | 0 | 2 | 2 | 3 | 3 | 2 |
—: no figure read from the filing.
Figures read from filings at Companies House (ixbrl) and checked; see how we read them. Small-company accounts often omit turnover and profit. Spotted an error? Tell us.
Control, officers and charges
- Persons with significant control
- 1 current (1 including ceased)
Previous names
- PHOENIX PROTECTION GROUP LTD (changed 13 January 2020)
Questions about HERITAGE ESTATE PLANNERS LTD
Is HERITAGE ESTATE PLANNERS LTD active?
Yes. The Companies House register shows the company's status as “Active”. (Companies House register, as at 29 September 2026.)
When was HERITAGE ESTATE PLANNERS LTD incorporated?
HERITAGE ESTATE PLANNERS LTD was incorporated on 16 May 2019, according to the Companies House register. (Companies House register, as at 29 September 2026.)
Where is HERITAGE ESTATE PLANNERS LTD registered?
Its registered office is in Aldershot, GU11 3QJ. (Companies House register, as at 29 September 2026.)
Who controls HERITAGE ESTATE PLANNERS LTD?
The register lists 1 current person with significant control (1 including those who have ceased). The register shows control, not a list of shareholders. Individuals are named at https://find-and-update.company-information.service.gov.uk/company/12000303/persons-with-significant-control. (Companies House register, as at 29 September 2026.) Who owns a UK limited company: shareholders, PSCs and what the register shows
When are HERITAGE ESTATE PLANNERS LTD's next accounts due?
The register shows the next accounts as due by 28 February 2027. Its latest accounts on the register were made up to 31 May 2025. (Companies House register, as at 29 September 2026.)
Does HERITAGE ESTATE PLANNERS LTD file dormant accounts?
Not in its latest accounts. The register gives their category as “Micro-entity accounts”, made up to 31 May 2025. (Companies House register, as at 29 September 2026.) What a dormant company is and what it must file
Is HERITAGE ESTATE PLANNERS LTD on a sanctions list?
No match for this company's name on the sanctions lists CompanyStack screens (UK, EU, OFAC SDN, OFAC non-SDN, Canada, Australia, New Zealand, Japan, France, US CSL) as at 8 October 2026. A name screen is not legal clearance.
Related companies
More activities of insurance agents and brokers companies
- PIB GROUP LIMITED
- FIRST CENTRAL INSURANCE MANAGEMENT LIMITED
- ONE CALL INSURANCE SERVICES LIMITED
- COUNTRYWIDE LEGAL INDEMNITIES LIMITED
- AUTOGUARD WARRANTIES LTD
- MOMENTUM BROKER SOLUTIONS LTD
- SPECTRUM INSURANCE SERVICES LIMITED
- CARAVAN GUARD LIMITED
Industry overview: 5,874 active companies in SIC 66220
Other active companies registered at GU11 3QJ
Related guides
Companies with similar names
Other companies, LLPs and partnerships on the Companies House register whose names begin “HERITAGE ESTATE”. Each is a separate legal entity from HERITAGE ESTATE PLANNERS LTD: check the registered number before relying on a name. Register data as at 29 September 2026.
- HERITAGE ESTATE & HOME LIMITED (Company, Active, Rochester; 05411613)
- HERITAGE ESTATE (MIDLANDS) LTD (Company, Active, Birmingham; 12829931)
- HERITAGE ESTATE (UK) LLP (Limited liability partnership, Active, London; OC390799)
- HERITAGE ESTATE AGENCY LIMITED (Company, Active, West Midlands; 05974115)
- HERITAGE ESTATE GROUP LIMITED (Company, Active, Hertford; 10332695)
- HERITAGE ESTATE HOLDINGS LTD (Company, Active, Slough; 15805493)
About CompanyStack
CompanyStack turns Companies House records into answers you can act on: who a company is, who runs and owns it, whether it keeps up with its filings and how its finances are moving. Every figure traces back to a public record, and we say when a record is missing.
Sources for company pages: Companies House (register, accounts, officers, PSCs, charges and filings), The Gazette (company insolvency notices only), the ONS Postcode Directory, official sanctions lists, including those of the UK (with UN designations), the EU, the US, Canada, Australia, New Zealand and France, and copies taken in April 2026 of the ICO register, the Charity Commission, CQC, Ofsted, Food Standards Agency and Environment Agency registers. Contains public sector information licensed under the Open Government Licence v3.0. CompanyStack is not affiliated with or endorsed by Companies House.
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Use this data
Official register entry: HERITAGE ESTATE PLANNERS LTD on Companies House.
Developers can fetch this profile as JSON with GET https://api.companystack.co.uk/company/12000303 — see the API documentation and pricing.