Brooks Macdonald Annual Report and Accounts 2025

Notes to the Company financial statements continued For the year ended 30 June 2025

47. Financial assets continued

Level 1 £’000

Level 2 £’000

Level 3 £’000

Total £’000

The following table provides an analysis of the financial assets and liabilities that, subsequent to initial recognition, are measured at fair value. These are grouped into the following levels within the fair value hierarchy, based on the degree to which the inputs used to determine the fair value are observable: • Level 1 – derived from quoted prices in active markets for identical assets or liabilities at the measurement date; • Level 2 – derived from inputs other than quoted prices included within Level 1 that are observable, either directly or indirectly; and • Level 3 – derived from inputs that are not based on observable market data.

Financial liabilities At 1 July 2024

– –

– –

Additions

14,557

14,557

Finance cost of deferred contingent consideration payable

– – –

– – –

399 422

399 422

Net changes in fair value

At 30 June 2025

15,378

15,378

Comprising: Deferred contingent consideration payable (note 51)

– –

– –

15,378 15,378

15,378 15,378

Level 1 £’000

Level 2 £’000

Level 3 £’000

Total £’000

Total financial liabilities

Financial assets At 1 July 2024

The Level 3 financial liabilities consist of deferred contingent consideration payable, valued using the net present value of the expected future amounts payable. The key inputs are management- approved forecasts and expectations against the criteria of the deferred contingent consideration to set expectations of future amounts payable. The deferred contingent consideration is reviewed and revalued at regular intervals over the deferred contingent consideration period (refer to note 51). The fair value is sensitive to the change in management- approved forecasts, which relate to revenue and AUM projections for future periods; however, at each reporting date, the relevant management-approved forecasts are deemed to be the most accurate and relevant input to the fair value measurement. 48. Trade and other receivables

29,963

– – – – – –

500

30,463 13,649

Additions

13,649

Net changes in fair value

(79)

(79)

Finance income on deferred contingent consideration receivable

250

250

Disposals

(9,959) 19,925

(500)

(10,459) 33,824

At 30 June 2025

13,899

Comprising: Financial assets at fair value through other comprehensive income

Financial assets held at amortised cost

19,925

19,925

2025 £’000

2024 £’000

Financial assets at fair value through profit and loss

– –

13,899 13,899

13,899

Total financial assets 33,824 The Level 3 financial assets disposed during the period include unlisted preference shares, which are valued using a perpetuity income model, based upon the preference dividend cash flows. The fair value of the assets was not deemed to be impacted by changes in the unobservable inputs as the dividend cash flows were contractual. 19,925

Amounts owed by subsidiary undertakings

162

794 227

Other receivables

18

Prepayments and accrued income Total trade and other receivables

80

1,021

260

Amounts owed by subsidiary companies are unsecured, interest-free and repayable on demand.

158

Brooks Macdonald Group plc Annual Report and Accounts 2025

Made with FlippingBook - professional solution for displaying marketing and sales documents online