Pagan Osborne is one of Scotland’s leading legal, financial and property companies.

With offices in Edinburgh and across Fife, the company is a forward looking and modern business that deals with the management and protection of personal wealth, property and other financial assets or possessions.

It brings together legal services, financial and tax expertise and estate agency for individuals, families, charities and privately held small, rural and family businesses, because all decisions in these matters are interlinked.
 
A limited company, Pagan Osborne is headed by chief executive, Alistair Morris, supported by a management board and over 100 members of staff. The company also operates a number of strategic partnerships with other leading organisations.
 
The company holds Investors in People accreditation, has achieved 1 Star Status in Best Companies Accreditation and has won a number of legal and business awards including the 2011 Legal Awards for Private Client Team of the Year and Colin Clark for Specialist Lawyer of the Year and at the 2009 Legal Awards won Firm of the Year, Property Team of the Year and Paralegal of the Year accolades.
 
Pagan Osborne supports the Childen's Hospice Association Scotland (CHAS): the company’s adopted charity since 2012.

Background

Pagan Osborne has a long heritage. First established as a traditional law firm in the eighteenth century, it has expanded into estate agency, financial and commercial services over the past 35 years to create a company that offers a more comprehensive view on the personal and business matters that concern today’s clients.
 
Growth has been achieved organically and through acquisition. The company pioneered the creation of property centres and embraced investment services before its competitors. Its acquisitions have included law firms Ketchen & Stevens in 2004 and Robson McLean in 2009.
 
It now also operates a number of strategic partnerships with complementary organisations including Brewin Dolphin, Digby Brown and Towry to deliver further depth and breadth of expertise to clients.
 
It became a limited company in 2010.

Services

Pagan Osborne provides legal advice, financial and tax expertise and estate agency services through a team of specialist advisors. While each service can be purchased separately, the benefit of the Pagan Osborne approach is that closely related matters can be dealt with simultaneously, such as financial planning (tax mitigation) and protection (wills and powers of attorney), with the appropriate expertise instantly available.
 
Advice and services are designed to suit individuals and families according to the different phases of their life and to suit privately held businesses to match their stage of development.
 
Corresponding to personal or business life-stage, Pagan Osborne’s services include:

• A full property service for buying, selling or leasing property, supported by a sound understanding of the housing market and first class legal knowledge
• Wills and Power of Attorney
• Dealing with inheritance and establishing Trusts, including succession issues within family businesses
• Tax compliance and the tax efficient management of savings and assets
• Inheritance Tax and Capital Gains tax advice