Accountants in tie-up

Scott-Moncrieff and Ogilvie & Co unveil merger

Stewart MacdonaldAccountancy firm Scott-Moncrieff is merging with Ogilvie & Company, expanding the combined businesses’ tax advice and trust management service.

Ogilvie 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 (pictured), 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 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.

Mr Ogilvie said: “Joining Scott-Moncrieff is a significant opportunity for our team, and our clients.”

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.

David Ogilvie is a member of the Institute of Chartered Accountants in England and Wales, the Institute of Chartered Accountants of Scotland and the Society of Trust and Estate Practitioners.

After training with Touche Ross in London he qualified with Coopers & Lybrand in Edinburgh in 1980 and has been in practice since 1982, eight years of which were as partner in a national firm, now BDO. He is a general practitioner with specialist experience in Trust Management and Tax.

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