Scott-Moncrieff and Ogilvie & Company to merge

Business advisory and accountancy firm, Scott-Moncrieff, has announced its intention to merge with Edinburgh-based firm, Ogilvie & Company, expanding the firm’s tax advice and trust management team.

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.

Stewart MacDonald, managing partner of Scott-Moncrieff, 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.”

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.

David Ogilvie added: “Joining Scott-Moncrieff is a significant opportunity for our team, and our clients. By giving our staff the chance to develop within the context of a larger firm with an international network, we are better placed to provide existing clients with an enriched service, while maintaining the high quality of personal service and client satisfaction in which we pride ourselves, and for which Scott-Moncrieff is renowned.”

In March last year, Scott-Moncrieff announced the acquisition of Callander Colgan in Inverness, allowing the firm to build its service offering in the Highlands.