Jerroms Miller Specialist Tax

What Jerroms Miller Specialist Tax does

Jerroms Miller Specialist Tax is a UK specialist tax advisory firm formed in 2022 through the merger of The Miller Partnership and the corporate tax team of Jerroms, now operating within the Sumer Group. The firm delivers expert tax advice across corporate reconstructions, employee share schemes (EMI, CSOP, SIP, Growth/Freezer Shares), succession planning (MBOs, EOTs, third-party sales), anti-avoidance legislation (TiS, TAAR), venture capital tax reliefs (SEIS/EIS), and M&A due diligence. Its core commercial model is the 'Outsourced Tax Partner' service, structured as tiered monthly retainers (Bronze pay-as-you-go, Silver at 2 hrs/month, Gold at 5 hrs/month) that supply accountancy firms, law firms, and corporate finance teams with on-demand access to senior tax specialists, supplemented by fixed-fee project work and training/events. The firm has no proprietary technology platform; its intellectual property resides in senior practitioner expertise (Pete Miller, Nick Wright), industry authority (Tax Hour podcast, Knowledge Hub, LinkedIn Technical Forum, HMRC consultation role), and brand recognition including the 2024 Tolley's 'Best Single Office Tax Practice' award. Its sole UK office is in Solihull, with reported 2023 turnover exceeding £1m and 120+ clients served across a claimed 10-country reach.

Name

Jerroms Miller Specialist Tax

Legal name

Jerroms Business Solutions Limited

Website

https://jerromsmiller.co.uk

Company type

Private

Founded year

2022

Operating status

Operating

Headcount range

11–50 employees

Short description

UK specialist tax advisory firm operating as an outsourced tax partner to accountancy, law, and corporate finance firms via tiered retainer subscriptions (Bronze/Silver/Gold), supported by project-based advisory work across share schemes, reorganisations, succession planning, anti-avoidance, and EIS/SEIS.

Ownership category

akta.pro rank

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Offices of Certified Public Accountants (541211), Tax Preparation Services (541213)

akta.pro primary industry

Tax Advisory & Compliance (BPAHABAB)

akta.pro secondary industries

Transaction Tax Structuring & Deal Advisory (BPAHAOAJ), Tax Law (BPAHAAAG), Tax Operations Support (Indirect Tax, Withholding, Compliance Admin) (BPAAAGAI)

Keywords

• Specialist tax advisory
• Corporate tax services
• Outsourced tax partner
• Share scheme advisory
• Succession planning

Headquarters

HQ city

Solihull

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Revenue model

1. Outsourced Tax Partner Retainers: Tiered monthly retainer packages (Bronze pay-as-you-go, Silver 2 hrs/month, Gold 5 hrs/month) providing access to dedicated tax specialists. Retainers are the primary recurring revenue model, supplemented by project-based fixed fees for significant work beyond included hours.
2. Advisory and Transaction Tax Projects: One-off fixed-fee engagements for specific tax advisory mandates: corporate restructurings, shareholder exits, employee share schemes, SEIS/EIS fundraising, succession planning, due diligence. Projects generate significant one-time revenue per client engagement.
3. Training and Events: Revenue from hosting and speaking at training sessions, webinars, and in-person seminars for professional advisers (both as a standalone offering and as part of Silver/Gold retainer packages which include training webinars).

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels8 records

Core offering

Jerroms Miller is an award-winning specialist UK tax advisory firm that acts as an outsourced tax partner to accountancy, law, and corporate finance practices, as well as to owner-managed businesses. Its core deliverable is expert professional tax advice on complex matters including corporate reconstructions, employee share schemes (EMI, CSOP, SIP), succession planning (MBO, EOT, third-party sale), venture capital tax reliefs (SEIS/EIS), anti-avoidance, and M&A tax. Services are delivered through tiered fixed-fee retainer packages (Bronze pay-as-you-go, Silver 2 hrs/month, Gold 5 hrs/month) and project-based mandates.

Product overview

Jerroms Miller Specialist Tax is an award-winning tax advisory firm providing specialist tax services primarily through professional consulting engagements. The core offering centres on the Outsourced Tax Partner service with tiered retainer packages (Bronze PAYG, Silver at 2 hours/month, Gold at 5 hours/month) for accountancy firms, law firms, and corporate finance teams. The firm offers specialised services in Employee Incentivisation & Share Schemes (covering EMI, CSOP, SIP, Growth/Freezer Shares), Reorganisations & Reconstructions (including demergers and share exchanges), Anti-Avoidance Advisory (TiS, TAAR, Settlements), Succession Planning (Management Buyouts, EOT, Third Party Sales, Share Buy-backs), Venture Capital Tax Reliefs (EIS/SEIS), and Due Diligence. Supplementary offerings include the Knowledge Hub platform with webinars, insights, and a LinkedIn Technical Forum, plus the Tax Hour podcast series.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

• £1bn+ client enterprise values achieved in 2023
• +3 more outcomes

Named customers4 records

Segments5 records

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered core and minor.

• HMRCcoreStrategic or Co-development PartnerJerroms Miller collaborates with HMRC in consultations regarding future changes to key UK tax legislation. The firm also assists in research and raising awareness of tax avoidance schemes, helping clients whose tax affairs need to be brought in line with relevant legislation and compliance requirements.
• Dan Neidle (Tax Policy Advocate)minorStrategic or Co-development PartnerJerroms Miller assists Dan Neidle in his research and raising awareness of tax avoidance schemes. Dan Neidle is named '100 most influential lawyers in the UK' and '50 most noteworthy tax figures worldwide'. Featured as a guest on the Tax Hour podcast.
• Campbell McDonald (Employee Ownership Expert)minorStrategic or Co-development PartnerCampbell McDonald, described as one of the UK's most experienced employee ownership experts, featured as a guest on the Tax Hour podcast, exploring topics around Employee Ownership Trusts and sector expertise.
• Nichola Ross Martin (RossMartin.co.uk / CIOT)minorStrategic or Co-development PartnerNichola Ross Martin, Managing Director and Founder of RossMartin.co.uk and Deputy President of CIOT, featured as a guest on the Tax Hour podcast. Represents strategic alignment with leading professional tax bodies.

Scale indicators8 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Haysmacintyre: UK mid-tier chartered accountancy firm with a strong specialist tax practice advising entrepreneurs, OMBs, and the not-for-profit sector on share schemes, EIS/SEIS, and succession planning. Closely comparable niche positioning and target client profile to Jerroms Miller.
• HW Fisher: Sister firm within Sumer Group providing accountancy and tax services to owner-managed businesses, entrepreneurs, and HNW individuals. Directly comparable specialist tax positioning inside the same parent group and a natural cross-sell or internalisation counterpart to Jerroms Miller.
• Forsters LLP: UK law firm with a notable private client and corporate tax practice advising owner-managed businesses, HNW individuals, and family businesses on tax-efficient structuring, succession, and share schemes. Comparable specialist UK tax advisory for the same high-end OMB and professional adviser audience.
• Buzzacott: London-based chartered accountancy firm specialising in tax, audit, and advisory for charities, HNW individuals, and owner-managed businesses. Comparable specialist tax depth and audience, particularly around share schemes, succession, and complex advisory mandates.
• Menzies LLP: UK mid-tier accountancy and business advisory firm with a corporate tax practice focused on OMBs and SMEs, including M&A, EIS/SEIS, and employee share schemes. Comparable mid-market positioning and overlapping specialist tax services with similar client size profile.

Broad incumbents

• RSM UK: Mid-tier UK advisory firm with a corporate tax practice covering M&A, reorganisations, and share schemes for owner-managed businesses. Directly comparable mid-market positioning to Sumer Group peers and overlapping service lines with Jerroms Miller's specialist tax offerings.
• Crowe UK: UK mid-tier accountancy firm providing corporate tax, international tax, and M&A advisory to owner-managed businesses and SMEs. Comparable mid-market client base and overlapping specialist tax services, especially in succession planning and share scheme design.
• BDO UK: Top-10 UK accountancy and tax advisory firm with a national practice spanning corporate tax, M&A tax, and share scheme advisory. Comparable to Jerroms Miller as a competing specialist tax provider to accountancy and law firm clients, though operating at significantly larger scale across multiple offices.
• PKF Smith Cooper: UK mid-tier accountancy and advisory firm with a corporate tax practice serving owner-managed businesses and SMEs on M&A, reorganisations, and share schemes. Comparable mid-market positioning and overlapping specialist service lines.
• MHA (formerly MHA MacIntyre Hudson): Top-20 UK accountancy group with a corporate tax practice spanning M&A, share schemes, and OMB advisory across multiple regional offices. Comparable to Sumer Group peers in scale and target client base, with overlapping specialist tax services.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@thetaxhour
• LinkedInlinkedin.com/company/jerroms-miller-specialist-tax

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Jerroms Miller Specialist Tax