Business Details
13 Years
experience
Trusted Accountants in London for Private Clients & Family Offices
Caulie is a family-run accounting firm established in 2013, dedicated to providing tailored financial solutions for private clients, family offices, charities, and estates. Our team combines decades of experience from leading firms like Deloitte and Ernst & Young with a commitment to discretion and client-centric service. As registered members of the Association of Chartered Certified Accountants (ACCA), the Chartered Institute of Taxation (CIOT), and the Society of Trust and Estate Practitioners (STEP), we deliver expert accounting, tax compliance, and strategic advisory services.Our approach prioritises understanding individual client needs, offering bespoke solutions for complex financial matters including inheritance tax planning, trust administration, and family office support. With a focus on clarity and compliance, we guide clients through evolving tax legislation while maintaining absolute confidentiality. Our teams expertise extends to training and development, ensuring ongoing professional excellence and client education. We operate from our London office, serving clients with a blend of technical proficiency and personalised attention.
Services
Accounting
Tax Compliance
Family Office Services
Charities & Trusts
Estate Administration
Details
- Year established: 2013
Highlights and features
- We offer 20+ years of experience in private client tax and accounting.
- Our services are tailored to meet the unique needs of high-net-worth individuals.
- We are registered with ACCA, CIOT, and STEP for professional excellence.
- Our team provides strategic tax planning alongside day-to-day financial administration.
- We maintain absolute discretion in handling sensitive financial matters.
Associations and certifications
- Association of Chartered Certified Accountants
- Chartered Institute of Taxation
- Society of Trust and Estate Practitioners
Services
Private Client Accounting
We provide comprehensive accounting and tax compliance services for high-net-worth individuals, including income tax advice, capital gains tax planning, and inheritance tax strategies. Our team ensures adherence to evolving legislation while offering practical solutions for asset management and residency issues. Clients benefit from tailored financial reporting and proactive planning to optimise tax efficiency.
Family Office Support
Our family office services centralise financial administration for high-net-worth families, covering bookkeeping, tax compliance, budgeting, and project management for property transactions. We coordinate with legal and investment teams to deliver discreet, holistic support for family-held companies, trusts, and estates. This includes payroll administration and expense management for household staff.
Charity Compliance
We assist charities with financial accounts preparation, tax returns, gift aid reclaims, and regulatory filings to the Charities Commission. Our support extends to administrative tasks like donation tracking and trustee meeting coordination, ensuring full compliance with reporting requirements while minimising administrative burdens.
Trust Administration
Specialised accounting and tax services for trusts, including compliance with HMRC obligations and beneficiary reporting. We provide administrative support to ensure trusts operate efficiently, aligning with family intentions for wealth succession. Services include tax return preparation and strategic advice on trust structuring.
Estate Administration
We support executors during bereavement by managing tax filings, estate accounting, and distribution in accordance with wills. Our approach combines technical expertise with sensitivity, working alongside solicitors to streamline the process and provide clarity during complex emotional periods.
People
Shahida Khanom
Managing Director
Shahida has over 20 years of experience advising high-net-worth clients on tax and accounting matters. A qualified ACCA and CIOT member, she specialises in trusts, estates, and family companies. She previously worked at Ernst & Young and Deloitte, and champions professional training.
Zaman Uddin
Founder & Non-Executive Director
Zaman founded Caulie after a career at Deloitte and in investment banking. A Fellow of ACCA and certified cybersecurity professional, he provides strategic leadership. His expertise spans risk management and compliance for complex financial structures.
Questions
What services does Caulie offer for private clients?
We provide tax compliance, inheritance planning, and accounting for individuals, focusing on residency, asset management, and tax-efficient strategies.
Do you support family offices with administrative tasks?
Yes, we handle bookkeeping, payroll, budgeting, and project management for family offices, alongside tax compliance for family-held entities.
How do you assist charities with compliance?
We prepare financial accounts, tax returns, and charity commission filings, plus administrative support for trustee meetings and donation tracking.
What estate administration services are available?
We guide executors through probate, tax filings, and estate distribution with sensitivity and technical expertise.
Are you accredited by professional accounting bodies?
Yes, we are registered with ACCA, CIOT, and STEP, ensuring adherence to the highest professional standards.
