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.”
Richard Oddy, Casper Kaars Sijpesteijn and Rory Goldthorpe have been appointed to senior roles in key sectors of high growth, with a further 17 junior and experienced hires
Richard White, Nicola Westbrooke and Richard Ross all join from KPMG, where they oversaw the real estate tax practice
Sheryl Davis joins the firm's High Wycombe office from Barnes Roffe
The appointments have been made across the VAT, audit and international tax teams