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    • Services for Accountants
      At Stratos, we specialise exclusively in tax. We do not offer accounting, audit, or bookkeeping services which makes us a trusted partner for accountancy firms who want to offer clients exceptional tax advice without increasing internal overheads or competing for services.
      Find out more
    • Valuations
      Knowing the true value of your business is essential at every stage of its life cycle. Whether you're planning a sale, bringing in investors, navigating a tax event, or managing succession planning, a professional company valuation gives you clarity, leverage, and peace of mind.
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    • Our Fees
      We are upfront and transparent with fees. Whether you are a returning client or seeking our services for the first time, we want the basis of all our relationships to be clear and fair.
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      We provide a Tax Sounding Board to assist qualified solicitors and accountants resolve tax problems for their clients.
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  • About
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    • Meet the Team
    • Join us
    • Ethical Statement
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  • Insights
    • Latest Tax News
    • Testimonials
    • Case Studies
  • Tax FAQs
Leeds
0113 887 8432
Harrogate
01423 574 110
Manchester
0161 669 4391
Contact Us
Contact Us
  • Our Tax Services
    • Business Tax
      • Business Sales
      • Capital Allowances
      • Employment Taxes
      • HMRC Enquiries & Voluntary Disclosures
      • Insertion of Holding Company
      • Business Property Tax
      • Research & Development
      • Patent Box
      • EMI Share Schemes
      • Employee Ownership Trusts
      • Succession Planning
      • VAT
      • ATED
      • ERS
      • Stamp Taxes
      • Restructuring & Demergers
    • Personal Tax
      • Capital Gains Tax
      • HMRC Enquiries & Voluntary Disclosures
      • Inheritance Tax Planning
      • Pensions
      • Stamp Taxes
      • Moving Abroad
      • Business Asset Disposal Relief
      • Overseas Income & Gains
      • Family Investment Companies
      • Property Tax
      • Tax Residence
      • Remuneration Planning
    • Tax Returns
      • Self Assessment Tax Return
      • Court of Protection
      • Making Tax Digital
      • Trusts & Estates
    • Services for Accountants
    • Valuations
    • Our Fees
    • Tax Sounding Board
  • About
    • About Stratos
    • Meet the Team
    • Join us
    • Ethical Statement
    • Professional Bodies
  • Insights
    • Latest Tax News
    • Testimonials
    • Case Studies
  • Tax FAQs

Navigating the way

Strategic tax solutions

for successful individuals and businesses

We build strong, lasting relationships enabling us to deliver personally tailored tax advice that translates into real value for our clients.

Get started

Our Tax Services

Our unparalleled expertise enables us to guide successful individuals and businesses to an optimal, ethically sound tax solution.

Business Tax

We provide tailored tax planning and advisory services to help businesses and their stakeholders meet these obligations with confidence.

Find out more

Personal Tax

We take the time to understand you and your family, providing personalised guidance that helps you navigate these complexities with confidence and clarity.

Find out more

We have...

75

years of collective experience across the Stratos team

1500+

clients who have been supported by Stratos since inception

70%

of new clients who were referred to Stratos last year

Meet the team

Navigating the world of tax starts with the right team by your side. At Stratos, our friendly and experienced advisors are here to make tax simple, clear, and tailored to you. From personal tax planning to business advice, we work closely with our clients to take the stress out of tax and help them move forward with confidence. Meet the people who make it all happen.

Meet the whole team

Paul Davison

FCCA CTA

Director

Charlotte Wardle

Financial Manager

Peter French

Practice Manager

Daniel Hill

Tax Consultant

Ben Hall

Tax Associate

Kelly-Marie Patterson

Tax Return Consultant

Thomas Corcoran

Tax Associate

testimonials

A wide range of loyal clients trust Stratos to deliver the best possible service and advice. By joining them, you will benefit from the peace of mind and reassurance provided by our team of dedicated tax experts.

More Testimonials
"Stratos was recommended to me for some tax advice and I was happy throughout the process. All of the information, from information required to the actual advice, was very clear. This was for the sale of a company with some time pressure but they were very prompt with all responses and kept me in the loop when needed. Once I received the advice, Thomas and Max arranged a call to ensure I fully understood the advice which was extremely useful. Overall, I am very satisfied with the service I received and found Thomas and Max to be very friendly and professional."

Edmunds Properties Limited

Many congratulations to you and the team on the launch of Stratos. This is an exciting milestone and a clear reflection of the continued growth and evolution of the business. I wish you every success as you embark on this new chapter and look forward to seeing Stratos go from strength to strength.

Dan Willers

Robertson Baxter Limited

"We engaged Paul and his team for their professional perspective on a complex shareholder issue we were trying to resolve which would have significant tax consequences in the future if we got it wrong. Their input was thorough and most useful in helping us make an informed decision and working out the best compromise to achieve the best overall outcome for the business and the shareholders."

Karl Lavery

Manse Capital

"We have used Stratos in a number of complex cases recently and have always found them to be technically sound, efficient and friendly. We are pleased to have them as part of our wider professional network and have no hesitation in recommending them to other firms."

Rachel Roche

Roche Legal

"We have worked with Stratos on a number of projects and have been consistently impressed with their professionalism and expertise, particularly with how quick and efficient they are in responding to queries or issues raised. I would not hesitate to recommend Paul and the team to anyone looking for advice in relation to a tax matter."

Paul Kiddie

Birdsall & Bennett LLP

"We required assistance with tax-efficient succession planning. The service from Stratos was top class from start to finish, concise to the point advice, with an efficient plan, and exercised swiftly with no issues. I would recommend Stratos to anyone that requires advice in tax and business planning - especially business partners.”

LMB Mechanical Services Ltd

"I have worked with Paul, Ben and the team at Stratos for the last couple of years for my own personal tax planning and for specialist tax help for a number of my clients. Their expertise is second-to-none and they are always looking for ways to save myself and my clients tax. I cannot recommend them highly enough."

RS Tax & Accountancy Services Ltd

“Thank you for your assistance recently in helping me to understand and navigate the tax pitfalls of our proposed property development project. The information and assistance you provided me with was always on time and presented in a way that I could understand. I was assured by the way you thought through the situation and offered solutions and clear analysis of the way forward in order to mitigate tax. I continue to recommend your services to many of my clients that I meet through my role in helping businesses with finance.”

Luan Waite

Aldermore Invoice Finance

"Our experience with Stratos has been outstanding. We left our consultation in a much more informed position allowing us to make some decisions on the future of our company. While there is never such a thing as a crystal ball, speaking with experts allows us the assurance that we are taking the right steps for the benefit of all. We would recommend Stratos to anyone who is seeking expert guidance around tax. I would feel very confident referring anyone I come into contact with but in particular property investors/ those who are seeking tax advice specifically in relation to property."

Melody Houses

“Excellent speedy service from start to finish. Answers to questions and additional information were provided promptly. Thank you for all your assistance.”

Stephen Ellmore

EFM-UK Facilities Management

“We are more than happy with the service and results we have had over the years, it has been a long and fruitful relationship between us”

Simon Rowell

Leeds & London Holdings Ltd

Case Studies

VAT Recovery on Professional Fees for a Company Sale

The Challenge A client incurred significant professional fees in connection with the sale of shares in their personal trading company, ...
Value Added Tax
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VAT Planning for property business

The Challenge The owner of a sports hall complex had opted to tax the property more than 20 years ago ...
Value Added Tax
Read now

Resolving Undeclared Rental Income

The Challenge The client had been receiving rental income for several years without realising that it was taxable or that ...
Tax Returns
Read now

When Work Takes You Abroad: Navigating Tax Obligations

The Challenge Our client, a high‑income UK individual, had worked in Germany for a two‑year period while remaining UK tax ...
Overseas Income and Gains
Read now

Tax-Efficient Planning for Individuals Returning to the UK

The Challenge Our client, born and domiciled in the UK, had been living abroad since October 2019. Now considering a ...
Residence and Domicile
Read now

Step-by-Step: Moving a Property Portfolio from Personal to Company Ownership

The Challenge A husband and wife had built up a property portfolio worth approximately £1 million, which they had managed ...
Property Tax
Read now

Structuring Property Investments to Minimise Inheritance Tax Liability

The Challenge Mr and Mrs Jones owned 50% each of the equity in a company that already owned a material ...
Family Investment Company
Read now

Tax-Efficient separation of a Property Business During Divorce

The Challenge A couple undergoing divorce held a significant portion of their joint wealth in a property investment company, owned ...
Business Sales
Read now

Tax-Efficient Business Wind-Down and Property Retention

The Challenge Our client was planning to retire within three years and close down his two limited companies. However, both ...
Business Sales
Read now

Navigating Family Disputes: Structuring a Successful Business Split

The Challenge Two brothers were director-shareholders and wished to separate their business interests following a family dispute that had made ...
Business Sales
Read now

Restoring ATED Compliance While Claiming Available Exemptions

The Challenge A client reached out to Stratos after receiving a notification from HMRC regarding their failure to file an ...
ATED
Read now

Restoring Compliance: Bringing ERS Filings Up to Date

The Challenge A director and shareholder of a company reached out to Stratos after reading an online article about Employment ...
Employment Related Securities (ERS)
Read now
Read more case studies

Latest Tax News

18 August 2026

HMRC mileage rates rise to 55p: what you can claim

HMRC mileage rates for cars and vans rose to 55p for the first 10,000 business miles from 6 April 2026. See what you can claim and how to record it.
HMRC
Read now
15 July 2026

Making Tax Digital: Have You Signed Up Yet?

Making Tax Digital is now live for some sole traders and landlords. Find out who needs to sign up, what the first deadline is and what happens if you miss it.
Making Tax Digital
Read now
14 July 2026

Company Valuation Methods: Earnings, Assets and Dividend Approaches

A practical guide to company valuation methods, including earnings based valuation, the cost approach, dividend yield and minority shareholding discounts.
Valuations
Read now
10 June 2026

Case Report: Reallocation of Payments did not Give Rise to Late Payment Penalties

In Herrmann v Revenue and Customs Commissioners [2026] UKFTT 715 (TC), the First-Tier Tribunal (“FTT”) held that one must consider whether the tax “remains unpaid” on the relevant day or whether the appellant has “failed to pay” the tax by the particular date.
Case Report
Read now
8 June 2026

Family Investment Companies: A Tax-Efficient Strategy for Wealth Planning

A clear guide to Family Investment Companies (FICs), including how they work, tax implications, and why they are increasingly used for inheritance tax planning.
Family Investment Companies (FIC)
Read now
3 June 2026

Case Report: Dip Pots Back on the Menu

In Queenscourt Ltd v Revenue and Customs Commissioners [2026] UKUT 195 (TCC), the Upper Tribunal held that every supply (including elements within a multiple supply) should be treated as separate and distinct unless one of the exceptions (CPP or Levob) apply to treat the whole transaction as a single supply.
Case Report
Read now
19 May 2026

Stratos Reaffirms Independence and Continuity Following Rebrand from PD Tax

Stratos, formerly PD Tax, confirms it remains fully independent following its rebrand. Same team, same ownership, same personalised tax advisory service.
Stratos
Read now
18 May 2026

Case Report: Liquidations to Preserve SDLT Group Relief “Not Tax Avoidance”

In HC-One No 1 Ltd v Revenue and Customs Commissioners [2026] UKFTT 678 (TC), the First-Tier Tribunal (“FTT”) held that arrangements for the solvent liquidation of a holding company to preserve SDLT group relief is not tax avoidance (such that SDLT group relief is not precluded).
Case Report
Read now
Read more tax news
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Our Tax Services

  • Business Tax
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About Us

  • About Stratos
  • Meet the Team
  • Join us
  • Ethical Statement
  • Professional Bodies
  • Legal Disclaimer

Our Insights

  • Latest Tax News
  • Case Studies
  • Testimonials
  • Tax FAQs

Leeds

St Paul’s House
23 Park Square
South 
Leeds
LS1 2ND
0113 887 8432

Harrogate

Royal House 

110 Station Parade
Harrogate
HG1 1EP
01423 574 110

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Manchester
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0161 669 4391
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Paul Davison

FCCA CTA
Director

Paul Davison set up Stratos with the vision of providing a high quality service that is accessible to everyone that could benefit from expert tax advice. Paul originally qualified as a Chartered Certified Accountant in 1996. He then went on to specialise in corporate tax at Ernst & Young and later became a partner at an independent firm of tax advisors. Paul is a Chartered Tax Advisor (CTA) and can provide advice in relation to the full range of UK taxes with a particular interest in business and corporate tax matters.

A lifelong Nottingham Forest fan and keen golfer Paul can often be found enjoying a round of golf at Moortown Golf Club!

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Charlotte Wardle

Financial Manager

Charlotte joined Stratos in 2013 and is responsible for the financial management of the firm and also has a key role in business and team strategy. She also applies her financial and accounting expertise in supporting our clients with accounts and corporation tax return preparation.

Charlotte has a wealth of experience in financial and marketing roles having previously worked at Ernst & Young, Aviva and Yorkshire Building Society. She holds the CIM Diploma in Marketing and a languages degree from Newcastle University. Outside of work, Charlotte enjoys running, dog walks and trying out new recipes!

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Peter French

Practice Manager

Pete has 25 years of experience, initially with 10 years in various roles at a high-street bank, followed by 13 years as Practice Manager at a boutique IP law firm. Joining Stratos in 2024, Pete has a hand in keeping Stratos running smoothly and supporting the tax technical team in the day-to-day work that comes from being a part of a thriving tax advisory firm.

Pete is kept busy outside of work by his two teenage children, including serving as a volunteer Coach, Team Manager, and Committee Member at Leeds City Athletics Club. Pete is also a proud member of Yorkshire County Cricket Club!

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Daniel Hill

Tax Consultant

Dan graduated from the University of York in 2023 with a master’s degree in mathematics. Shortly thereafter, Dan joined the team as a Tax Associate, has recently completed his ATT examinations, and is progressing towards being CTA qualified. Dan enjoys understanding the detail of the tax legislation and currently assists in drafting tax advice and undertaking technical research for the team.

Outside of work, Dan is a keen chess player and Mycophile.

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Ben Hall

Tax Associate

Ben became a valuable member of Stratos in October 2024, after graduating from the University of Law with a master’s degree in Law, Business and Management with Distinction.

Currently pursuing his ATT qualification, he actively contributes to the team by conducting technical research and participating in client meetings and advisory work. Ben supports the team’s marketing and networking initiatives and is always looking for new ways to grow. Some recent projects Ben has worked on include business restructuring and company tax residency statuses.

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Kelly-Marie Patterson

Tax Return Consultant

Kelly-Marie is a Self-Assessment Tax Return specialist and is the primary contact at Stratos for all matters relating to Self-Assessment Tax Returns. Having gained experience in preparing tax returns at a number of different firms, Kelly joined Stratos in August 2022. Kelly’s tax return expertise also includes preparing accounts for sole traders and rental profit calculations as well as Capital Gains Tax returns for the disposal of residential properties.

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Thomas Corcoran

Tax Associate

Tom became a member of the team at Stratos in October 2025, after graduating from the University of Durham with a master’s degree in Mathematics.

Currently pursuing his ATT qualification, Tom has an active role in the team, assisting with client meetings, researching detailed tax legislation and helping to implement advice. He also enjoys supporting the team’s marketing and networking initiatives, helping Stratos build new connections and raise its online profile.

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