Scott-Moncrieff merges with Ogilvie and Company

TOP 50 FIRM Scott-Moncrieff has confirmed a merger with Edinburgh-based Ogilvie & Company, expanding its tax advice and trust management teams.

Ogilvie & Company will move its team from Rutland Square to Scott-Moncrieff’s offices in the Edinburgh Exchange district from 1 May when the merger will take effect.

David Ogilvie and three of his team will make the move, continuing to work with existing clients under the Scott-Moncrieff banner.

Ogilvie & Company was established by David Ogilvie FCA in 2002, and its team of specialists deliver trust management, business and personal tax advice and general business guidance to a range of clients, with particularly strong representation in the landed estates and farming sectors across Scotland.

In March last year, Scott-Moncrieff announced the acquisition of Callander Colgan in Inverness, increasing its presence in the Highlands.

Scott-Moncrieff managing partner Stewart MacDonald said: “Our strategy for the firm is to grow income by 50% over the next five years, through a mix of strategic acquisition and improved efficiency – all of which needs to be client led.  Bringing Ogilvie & Company, a skilled and well-respected firm, under the Scott-Moncrieff banner will enhance our advisory capacity and expertise, and add value to our client offering.”

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