Caulie

Business Details

Trusted Accountants in London | Caulie

Caulie is a family-run accounting firm dedicated to delivering exceptional and discreet services to private clients, family offices, charities, trusts, and estates. Established with a commitment to trust and professionalism, we are registered with the Association of Chartered Certified Accountants (ACCA), the Chartered Institute of Taxation (CIOT), and the Society of Trust and Estate Practitioners (STEP). Our team, led by Managing Director Shahida Khanom and Founder Zaman Uddin, brings decades of expertise in accounting, taxation, and strategic financial planning. We specialise in tailoring solutions for high-net-worth individuals, families, and organisations, ensuring compliance and efficiency in complex regulatory environments.

Our services include tax compliance, inheritance planning, family office administration, charity accounting, and trust management. With a focus on discretion and client-centricity, we support clients through annual compliance processes and long-term financial strategies. Our teams credentials include Fellowships with ACCA, CIOT membership, and certifications in cybersecurity and information systems auditing. We pride ourselves on delivering clarity, comfort, and practical training to clients and professionals alike. Our registered office is in London, and we operate Monday to Friday from 9:30 AM to 5:30 PM.

Services

Private Client Accounting Family Office Services Charity Compliance Trust Administration Tax Planning

Highlights and features

We offer over 20 years of experience in private client accounting and tax advisory.
Our team holds ACCA, CIOT, and STEP accreditations for professional excellence.
We provide tailored services for high-net-worth individuals and family offices.
Our expertise includes cybersecurity and compliance for complex financial structures.
We prioritise discretion and clarity in managing client financial affairs.

Associations and certifications

ACCA
CIOT
STEP

Website

Update Listing

Services

Private Client Accounting

We assist high-net-worth individuals with tax compliance, inheritance planning, and financial strategy. Our services include income tax advice, capital gains tax planning, and tax-efficient gifting. Clients benefit from tailored solutions to navigate complex tax legislation while ensuring compliance and long-term financial security.

Family Office Services

We manage day-to-day financial affairs for high-net-worth families, including bookkeeping, tax compliance, and administrative support. Our services cover payroll for family staff, budgeting, and assistance with property transactions. We ensure discretion and efficiency in centralising family financial operations.

Charity Compliance

We provide accounting and tax services for charities, including financial accounts, gift aid reclaims, and regulatory filings. Our support ensures compliance with the Charities Commission and HM Revenue & Customs, alongside administrative tasks like donation management and trustee meeting coordination.

Trust Administration

We offer accounting and tax services for trusts, ensuring compliance with HM Revenue & Customs and beneficiary obligations. Our administrative support includes policy implementation and procedural guidance to maintain trust efficiency and alignment with family intentions.

Tax Planning

We provide strategic tax planning for individuals and businesses, focusing on residency issues, reliefs, and compliance. Our expertise includes inheritance tax mitigation and capital gains tax strategies for property transactions, ensuring clients meet deadlines while optimising financial outcomes.

People

Shahida Khanom

Managing Director

Shahida has over 20 years of experience in private client accounting and tax advisory. She specialises in compliance for individuals, trusts, and charities, with expertise in financial policy implementation and training. She is a Fellow of ACCA and member of CIOT.

Zaman Uddin

Founder & Non-Executive Director

Zaman founded Caulie and specialises in cybersecurity and risk management. He is a Fellow of ACCA and holds certifications in information systems auditing and security. His career spans Deloitte and investment banking, focusing on strategic financial solutions.

Questions

What services does Caulie offer?

Caulie provides accounting, tax compliance, and advisory services for private clients, family offices, charities, trusts, and estates, including inheritance tax planning and family office administration.

How does Caulie tailor its services to individual needs?

We listen to client requirements and customise solutions for tax compliance, financial planning, and administrative support, ensuring alignment with personal or organisational goals and regulatory standards.

Are Caulie’s accountants accredited professionals?

Yes, our team holds accreditations with the ACCA, CIOT, and STEP, alongside certifications in cybersecurity and information systems auditing for comprehensive expertise.

Does Caulie handle charity compliance requirements?

Yes, we prepare financial accounts, tax returns, and gift aid submissions for charities, ensuring compliance with the Charities Commission and HM Revenue & Customs.

What is Caulie’s approach to family office services?

We provide discreet, holistic support for family offices, including bookkeeping, tax compliance, payroll management, and administrative assistance for property transactions and budgeting.