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Historic Environment Scotland

Historic Environment Scotland (HES) is the lead public body of the Scottish Government tasked with investigating, caring for, and promoting Scotland's historic environment.^[1]^[2]
Established under the Historic Environment Scotland Act 2014 and operational from 1 October 2015 following the merger of Historic Scotland—a government agency managing state-owned heritage sites—and the Royal Commission on the Ancient and Historical Monuments of Scotland (RCAHMS)—which focused on surveying and recording monuments—HES combines property guardianship with research and designation functions.^[3]^[4]^[5]
It directly manages over 300 historic properties, including castles, prehistoric sites, and industrial heritage, which drew 4.5 million visitors in 2023–24 and support broader economic contributions from the sector exceeding £6 billion annually through tourism and employment for more than 60,000 people.^[6]^[7]^[8]
HES also administers designations for over 56,000 heritage assets, such as listed buildings and scheduled monuments, while providing statutory advice on conservation and development impacts.^[9]^[10]
Amid these roles, the organization has encountered significant internal challenges, including governance and financial management weaknesses identified by the auditor general, alongside allegations of toxic workplace culture, racism, and leadership instability that prompted the suspension of its chief executive in October 2025.^[11]^[12]^[13]

Formation and Early History

Predecessor Organizations

Historic Scotland's responsibilities for the guardianship and management of ancient monuments evolved from provisions in the Historic Buildings and Ancient Monuments Act 1953, which empowered the Secretary of State for Scotland to schedule monuments, acquire sites for preservation, and establish guardianship arrangements for state-owned properties.^[14] These functions were initially handled by government departments such as the Ministry of Works and later the Scottish Development Department, focusing on direct physical conservation, maintenance, and public access to over 300 guardianship sites, including castles, abbeys, and prehistoric remains.^[14] By 1991, these operations were formalized as an executive agency of the Scottish Office, emphasizing operational control over state-held historic assets rather than broader regulatory or research roles.^[15] The Royal Commission on the Ancient and Historical Monuments of Scotland (RCAHMS) was established by royal warrant on 26 February 1908 to conduct systematic surveys and inventories of Scotland's ancient and historical monuments from prehistoric times up to 1707, with extensions to later structures of national importance.^[4] Its core mandate centered on investigative work, including field surveys, photographic documentation, and the compilation of detailed records in the National Monuments Record of Scotland, which by 2015 encompassed millions of items such as drawings, maps, and reports on architectural, archaeological, and industrial heritage across public and private ownership.^[16] Unlike guardianship-focused entities, RCAHMS operated independently under royal commission, prioritizing non-statutory advisory roles and archival preservation without direct property management.^[17] The division of labor between Historic Scotland's site-specific operational focus and RCAHMS's emphasis on comprehensive national recording created empirical complementarities but also overlaps, such as duplicated efforts in site assessment and data collection within Scotland's decentralized heritage framework prior to centralization.^[4]^[18] Historic Scotland handled tangible upkeep and visitor operations at guardianship properties, while RCAHMS contributed investigative depth through inventories and emergency surveys, reflecting a historical reliance on separate statutory and royal mandates for efficiency amid limited resources.^[18] This structure supported targeted guardianship expansion—Historic Scotland oversaw approximately 330 sites by the early 2010s—but highlighted inefficiencies in coordinating research with on-site conservation.^[4]

Merger and Establishment in 2015

The Historic Environment Scotland Act 2014, which received royal assent on 24 December 2014, established Historic Environment Scotland (HES) as the lead public body for Scotland's historic environment, merging the functions of Historic Scotland—responsible for managing guardianship properties and conservation—and the Royal Commission on the Ancient and Historical Monuments of Scotland (RCAHMS), which focused on research, recording, and archiving.^[3]^[19] The merger aimed to eliminate operational duplication, consolidate expertise, and achieve efficiencies in a context of public sector austerity measures, with an outline business case identifying the integration as the optimal structure for delivering statutory duties on scheduling, listing, and marine heritage.^[20] The organizations formally merged on 1 October 2015, transferring over 300 historic properties in state guardianship, extensive archives including more than 15 million drawings, photographs, and manuscripts from RCAHMS, and unified advisory roles to HES as a non-departmental public body with charitable status, enabling tax reliefs and operational autonomy while maintaining accountability to Scottish Ministers.^[4]^[21] This structure positioned HES to provide integrated services, such as consolidated consultations on planning consents and environmental impact assessments, without immediate disruptions to frontline property care or research activities.^[22] Immediate post-merger priorities included harmonizing digital resources, notably advancing the PastMap platform to aggregate and map historic environment data from predecessor datasets, thereby improving public and professional access to spatial information on sites, landscapes, and designations dating back to 1843.^[23] This integration supported the Scottish Historic Environment Data Strategy by creating a unified portal for overlaying Ordnance Survey maps with records, facilitating targeted queries and reducing fragmented access that had previously required separate consultations of RCAHMS and Historic Scotland systems.^[24]

Initial Operations and Policy Framework

Historic Environment Scotland commenced operations on 1 October 2015, following the merger of Historic Scotland and the Royal Commission on the Ancient and Historical Monuments of Scotland. The organization's initial efforts centered on integrating predecessor functions to provide unified leadership for the historic environment, with a focus on conservation, research, and public access. This period saw the launch of collaborative initiatives to protect sites and assets, supported by core funding primarily derived from Scottish Government grants, which constituted the bulk of operational resources and constrained independent revenue generation.^[20]^[25] In May 2016, HES published its inaugural Corporate Plan, "For All Our Futures" (2016-2019), which established strategic priorities for caring for, understanding, and promoting Scotland's historic environment. The plan committed to delivering public benefits through enhanced partnerships, innovative visitor programs, and digital accessibility tools, such as online resources for site exploration and research dissemination. It emphasized empirical approaches to management, including data-driven conservation and increased research outputs to inform policy, while pledging to reduce environmental impacts in operations. Early implementation yielded gains in site stewardship and public engagement, though achievements were tempered by reliance on government allocations averaging millions annually for grants and upkeep.^[26]^[27]^[28] By 2019, HES introduced the Historic Environment Policy for Scotland (HEPS), a non-statutory framework effective from May that shifted emphasis toward managing assets based on their cultural significance rather than solely rigid statutory listings. HEPS outlined principles for decision-making, promoting holistic assessment of historical, architectural, and social values to enable flexible, evidence-based interventions. This policy replaced the earlier Scottish Historic Environment Policy, aiming to encourage collective stewardship while aligning with statutory duties under the Historic Environment (Amendment) (Scotland) Act 2019. Initial application focused on advisory guidance for planning and development, prioritizing preservation of evidential value over uniform preservation mandates.^[29]^[30]^[9]

Organizational Structure and Governance

Leadership and Board Composition

Historic Environment Scotland functions as an executive non-departmental public body (NDPB) sponsored by Scottish Ministers, operating at arm's length from direct government control while remaining publicly accountable.^[31] The organization's governance is led by a board responsible for strategic direction, policy approval, and ensuring alignment with statutory duties under the Historic Environment Scotland Act 2014, with members selected for expertise in areas such as heritage conservation, business management, finance, and public administration.^[32] Board appointments are made by Scottish Ministers through a competitive public process regulated by the Commissioner for Ethical Standards in Public Life in Scotland, typically for terms of up to four years, to promote independence and specialized oversight.^[33] The board, comprising approximately 10 members including non-executive directors, provides high-level scrutiny of performance and risk management, supported by committees such as the Audit, Risk and Assurance Committee and a Finance Committee.^[34] As of October 2025, Sir Mark Jones serves as Chair, appointed on September 23, 2025, bringing prior experience in museum leadership and cultural policy.^[35] Recent board additions include Ian Baxter, Nkosana Mafico, and David Richardson, appointed on October 23, 2024, to enhance diversity in skills covering community engagement, international heritage, and financial expertise.^[32] Executive leadership is headed by Chief Executive Katerina Brown, an accountant with extensive experience in high-level finance roles in London and Edinburgh, who assumed the position in September 2024 to oversee operational delivery and report directly to the board and Ministers.^[36] The Chief Executive manages the executive team of directors handling functions like property stewardship and regulatory advice, while the board retains ultimate accountability, submitting annual reports and accounts to the Scottish Parliament for scrutiny by the Culture, Tourism, Europe and External Affairs Committee.^[37] This structure ensures strategic decisions prioritize evidence-based conservation and fiscal responsibility, with performance indicators tied to government priorities outlined in the framework document governing NDPB relations.^[38]

Operational Divisions and Staffing

Historic Environment Scotland's operational structure is led by an Executive Leadership Team of directors overseeing core directorates focused on heritage management, operations, and corporate support. The Heritage Directorate, headed by Director Elizabeth McCrone, is responsible for protecting, understanding, and sharing information about Scotland's historic environment, encompassing activities in research, conservation, and public engagement.^[39] Other key areas include finance and corporate services, which handle financial accounting, business support, and internal operations across the organization.^[40] The organization employs over 1,200 staff members distributed across offices in Edinburgh and staff at more than 300 properties and sites in its care.^[6]^[15] These employees possess a wide range of specialized skills, including conservation expertise and digital archiving capabilities to manage extensive collections such as over 5 million drawings and photographs.^[15] Staffing supports day-to-day site management, investigative work, and administrative functions, with headquarters at Longmore House in Edinburgh serving as a central hub for coordination.

Funding and Accountability Mechanisms

Historic Environment Scotland operates a hybrid funding model, deriving approximately 50% of its total income from Scottish Government grant-in-aid, with the remainder generated through commercial and charitable activities. In the 2023-24 financial year, grant-in-aid totaled £68.3 million, while commercial income reached £66 million, including £49 million from charitable activities such as property admissions and £18.8 million from trading, contributing to overall income of £137 million and a surplus of £7.9 million before transfers. This structure supplements public funding with self-generated revenue from managing historic sites, though rising operational costs—exemplified by the cancellation of the Archive House project due to escalation from £9 million to £24 million—have strained resources, alongside unmet demand for grant distribution exceeding available budgets by nearly double (£23.7 million requested versus £13.7 million allocated).^[41]^[37]^[7] Accountability is enforced through statutory requirements under the Historic Environment Scotland Act 2014, including annual reports and audited financial statements presented to the Scottish Parliament, with external audits conducted by Audit Scotland yielding unmodified opinions on financial propriety for 2023-24. Performance is measured via key performance indicators (KPIs) tracking visitor numbers (4.5 million in 2023-24, up from 3.3 million), conservation outcomes, and operational deliverables, achieving 93% of the Annual Operating Plan targets, including 16 of 26 specific indicators fully met. These mechanisms ensure oversight of public funds, with governance arrangements enabling Board-level scrutiny, though improvements in internal controls, such as payroll reconciliations, have been recommended to enhance efficiency.^[37]^[7] While the model demonstrates fiscal resilience through commercial revenue mitigating subsidy dependency—evidenced by heritage tourism's 1.7 economic multiplier and £887 million GDP contribution in 2023-24—concerns persist regarding administrative overheads and value for taxpayers, particularly amid project cost overruns and static grant distribution levels despite inflationary pressures. Audit findings affirm proper stewardship without major control weaknesses, but the reliance on government funding for core functions raises questions about long-term efficiency in a sector where heritage investments yield broader multipliers exceeding direct inputs.^[7]^[42]^[37]

Core Responsibilities and Functions

Property Management and Conservation

Historic Environment Scotland (HES) provides direct stewardship for more than 300 historic properties held in the care of Scottish Ministers, encompassing routine maintenance, structural repairs, and conservation measures to safeguard their physical condition and evidential value.^[43] These activities prioritize minimal intervention, employing reversible techniques to arrest decay while retaining original materials and features.^[43] Where preservation alone cannot ensure viability, HES facilitates adaptive reuse, adapting buildings for modern purposes through guidance that emphasizes compatibility with historic fabric and reversible modifications.^[44] Conservation efforts are grounded in systematic, data-driven protocols, including a dedicated Condition Monitoring System that conducts periodic inspections of properties and associated collections to track deterioration and inform maintenance schedules.^[45] Risk assessments evaluate threats from factors such as weathering, vegetation growth, and structural instability, enabling prioritized allocation of resources for preventive actions like masonry stabilization or drainage improvements.^[43] These evidence-based tools, updated through ongoing surveys, ensure interventions are proportionate and cost-effective, with annual reporting to track progress against benchmarks.^[45] To mitigate workforce shortages in heritage crafts, HES invests in traditional skills development via apprenticeships, accredited courses, and bursary programs that train practitioners in techniques such as stone masonry, carpentry, and lime rendering.^[46] Partnerships with vocational providers and sector bodies underpin a Skills Investment Plan, which identifies gaps and funds targeted training to build capacity for authentic repair work, addressing a documented decline in skilled labor availability.^[47] This approach sustains practical expertise essential for conserving Scotland's built heritage without reliance on modern substitutes that could compromise longevity.^[48]

Research, Investigation, and Documentation

Historic Environment Scotland maintains the National Record of the Historic Environment through the Canmore database, which catalogs over 320,000 records and 1.3 million entries on archaeological sites, buildings, industrial heritage, and maritime assets, inheriting and expanding the investigative legacy of its predecessor, the Royal Commission on the Ancient and Historical Monuments of Scotland.^[49] This database serves as a primary tool for data-driven assessments, integrating survey data, historical records, and excavation findings to inform heritage designations and management decisions.^[50] The organization conducts archaeological field surveys, including landscape-scale evaluations, targeted site inspections, and geophysical techniques such as magnetometry and ground-penetrating radar, to identify and document previously unrecorded or understudied features, thereby filling evidentiary gaps in the historic environment record.^[51] These investigations contribute directly to statutory listings by providing empirical evidence of architectural, archaeological, or historical significance, and they support excavation planning by mapping subsurface anomalies and stratigraphy.^[52] Reporting from such works, including via the Online AccesS to the Index of archaeological investigationS (OASIS) system, ensures standardized documentation that feeds into national and local historic environment records.^[53] Collaborative efforts with academic institutions involve joint geophysical surveys and archival analyses, producing detailed site-specific reports and peer-reviewed publications that advance understanding of material evidence, such as buried structures or settlement patterns.^[54] For instance, partnerships have yielded geophysical datasets integrated into broader archaeological interpretations, emphasizing verifiable field data over speculative narratives.^[55] Resource allocation for these activities follows empirical criteria outlined in the Historic Environment Policy for Scotland (HEPS), prioritizing assets based on assessed significance, vulnerability, and evidential value to maximize conservation impact on high-priority historic elements.^[29] This approach ensures investigations target sites with demonstrable national importance, as determined through designation selection guidance that evaluates factors like rarity, survival condition, and contextual associations.^[56]

Promotion, Education, and Public Engagement

Historic Environment Scotland organizes public events to enhance appreciation of Scotland's heritage, including the annual Castle of Light projection show at Edinburgh Castle, which features immersive light displays, soundscapes, and themes such as "Fire and Ice," attracting large crowds during its October run.^[57] These events, alongside other seasonal activities across sites like Linlithgow Palace and Caerlaverock Castle, contribute to overall visitation, with staffed properties drawing over 5.2 million visitors in 2018 prior to the COVID-19 pandemic.^[58] In education, Historic Environment Scotland offers free learning visits and tailored programs for schools, including trails like the Edinburgh Castle Maths Quest for upper primary students and World War One-themed activities, designed to integrate heritage into curriculum delivery.^[59]^[60] The organization provides downloadable teaching resources and supports group explorations at over 300 sites, fostering hands-on engagement for students and educators.^[61] In October 2024, it launched the "Making History" outreach framework to expand these initiatives, emphasizing inclusive access to historic sites for diverse learners.^[62] Digital efforts broaden public access through mobile apps offering site information, audio guides, and interactive maps for key attractions, alongside virtual 3D models of properties like Skara Brae (launched 2021) and Tantallon Castle (2024), enabling remote exploration of archaeological features.^[63]^[64]^[65] Partnerships with tourism organizations, such as VisitScotland, promote these tools in campaigns that have driven attendance increases at promoted sites, exemplified by event-specific spikes during Castle of Light seasons.^[66]^[67]

Managed Properties and Sites

Iconic Castles and Fortifications

Edinburgh Castle serves as Historic Environment Scotland's flagship fortified site, functioning as a former royal residence and military stronghold that dominates the skyline of Scotland's capital. Constructed primarily between the 12th and 16th centuries atop an extinct volcano, it has witnessed key events including the crowning of Scottish monarchs and sieges during the Wars of Independence. As a major tourist draw, the castle attracted 1,981,152 visitors in 2024, contributing substantially to HES revenue through admission fees starting at £19.50 for adults, exhibits like the Honours of Scotland (the crown jewels), and events such as the Royal Edinburgh Military Tattoo.^[68]^[69]^[70] Stirling Castle exemplifies HES's commitment to large-scale conservation of medieval fortifications, having undergone extensive restoration to revive its Renaissance-era interiors. Built as a strategic defensive position controlling access between the Lowlands and Highlands, it hosted coronations of kings like James VI in 1567 and served as a residence for monarchs including Mary, Queen of Scots. The Stirling Castle Palace Project, completed in 2011 at a cost of £12 million, recreated the 16th-century opulence of James V's palace through historical research and artisanal reconstruction, enhancing its appeal to over 500,000 annual visitors who explore refurbished halls and period furnishings.^[71]^[72]^[73] Fort George represents HES's stewardship of 18th-century artillery fortifications designed for imperial control rather than medieval chivalry, constructed between 1748 and 1769 following the Jacobite defeat at Culloden in 1746. Intended to garrison troops and deter Highland unrest, this vast pentagonal bastion near Inverness features barracks, gun emplacements, and a regiment museum, yet it never engaged in combat during its primary operational phase. Today, it accommodates serving British Army units while drawing visitors to its preserved military architecture, underscoring the engineering of post-rebellion pacification efforts.^[74]^[75]

Archaeological and Monumental Sites

Historic Environment Scotland (HES) oversees several prehistoric and Roman-era archaeological sites that provide critical evidential insights into ancient human activity, including the Neolithic village of Skara Brae in Orkney, dating to approximately 3100–2500 BC and renowned as the best-preserved Stone Age settlement in Western Europe due to its intact stone-built houses, furniture, and passageways exposed by a storm in 1850.^[76] This site, integral to the Heart of Neolithic Orkney UNESCO World Heritage property inscribed in 1999, yields artifacts and structural evidence illuminating early agricultural communities' material culture and social organization.^[77] Similarly, the Antonine Wall, constructed around AD 142 under Emperor Antoninus Pius, spans 60 kilometers across central Scotland as the Roman Empire's northernmost frontier, featuring turf ramparts, forts, and distance slabs that demonstrate advanced military engineering and expansionist strategy, earning UNESCO designation in 2008 as part of the Frontiers of the Roman Empire World Heritage Site.^[78]^[79] HES conducts ongoing non-invasive investigations, such as geophysical surveys employing magnetometry and ground-penetrating radar, to map subsurface features at these and other open-air sites without disturbing archaeological deposits, thereby enhancing understanding of settlement patterns and defensive layouts while informing conservation priorities.^[51] At Skara Brae, threatened by coastal erosion exacerbated by rising sea levels, HES deploys 3D laser scanning and point cloud data since at least 2016 to quantify shoreline retreat rates—averaging several meters per decade in vulnerable areas—and to evaluate sea defense efficacy, preserving the site's stratigraphic integrity against natural degradation.^[80] These measures prioritize in-situ retention of monuments to safeguard evidential value, as excavation risks irreversible loss of context, though selective interpretation via replica houses and on-site displays facilitates public comprehension of these lesser-visited assets' historical roles in prehistoric innovation and Roman imperialism.^[81]

World Heritage and Other Designated Assets

Historic Environment Scotland serves as a statutory consultee and partner in the management of Scotland's seven UNESCO World Heritage Sites, contributing expertise on historic environment protection to ensure compliance with the World Heritage Convention.^[82] These sites include the Antonine Wall (inscribed 2008), Heart of Neolithic Orkney (1999), New Lanark (2001), Old and New Towns of Edinburgh (1995), St Kilda (1986, mixed natural-cultural), Forth Bridge (2015), and Flow Country (2021).^[83] HES directly stewards key properties within several, such as Skara Brae prehistoric village and the Ring of Brodgar in the Heart of Neolithic Orkney, and Roman forts like Rough Castle along the Antonine Wall, applying guardianship arrangements to preserve authenticity while facilitating public access. As part of its obligations, HES supports the preparation of site management plans that align with UNESCO requirements, including periodic reporting every six years on the state of conservation to maintain outstanding universal value (OUV). This involves monitoring threats to integrity, such as development pressures, and implementing adaptive measures—like targeted conservation interventions—that prioritize evidential and historical significance without altering intrinsic qualities.^[84] For instance, in the Antonine Wall, HES coordinates with partners to integrate frontier archaeology preservation with sustainable visitor management, ensuring long-term viability under international scrutiny. Beyond World Heritage, HES designates and oversees scheduled monuments, numbering 8,061 as of 2023, which are archaeological sites or historic structures deemed of national importance warranting legal safeguards against unauthorized works.^[9] The scheduling process evaluates candidates against criteria emphasizing evidential value (e.g., potential for advancing knowledge through excavation), historical value (e.g., associations with key events or figures), and communal or aesthetic qualities, with decisions informed by fieldwork, archival research, and comparative analysis.^[85] Consent for interventions requires demonstration of public benefit outweighing harm, often involving archaeological mitigation to sustain evidential integrity. HES also maintains the Inventory of Gardens and Designed Landscapes, comprising 365 nationally significant sites as of 2023, which documents grounds intentionally crafted for artistic, ornamental, or symbolic effect from the 17th century onward.^[9] Designation prioritizes historical design intent, survival of features like terraces or water elements, and work of notable designers such as Sir John Vanbrugh, with inventory entries guiding protection through planning advice rather than statutory controls.^[86] Sites like Drummond Castle Gardens exemplify this, valued for their terraced formal layout reflecting 18th-19th century improvements.^[87] These designations enhance World Heritage efforts by embedding landscape contexts into broader authenticity frameworks, such as Orkney's prehistoric settings.^[88]

Economic and Societal Impacts

Contributions to Tourism and Economy

The historic environment sector in Scotland, encompassing properties managed by Historic Environment Scotland (HES), contributes £6 billion annually to the national economy, including £2.1 billion from heritage tourism.^[8]^[89] This impact stems from visitor spending on admissions, accommodations, and local services, with HES's portfolio of over 300 sites serving as key attractors that sustain supply chains in construction, retail, and hospitality. HES specifically welcomed 4.5 million visitors to its staffed properties in 2024, up from 3.3 million in 2022-23, generating £887 million in economic value from heritage tourism during 2023-24 alone.^[15]^[7]^[90] Visitor revenues, derived primarily from ticket sales and memberships (184,000 members in 2022-23), partially offset operational costs but remain secondary to public grant-in-aid funding, which covered core activities amid projected income growth tied to attendance.^[90]^[37] While heritage tourism provides a relatively low-carbon economic driver—relying on durable, pre-existing assets that minimize new construction emissions compared to alternative developments—the sector's reliance on subsidies highlights net benefit calculations complicated by inflation-driven maintenance expenses and the opportunity costs of capital immobilized in preservation rather than redeployable investments.^[9] HES reported a £0.5 million underspend in 2023-24 within revised fiscal limits, yet escalating costs underscore debates on whether tourism multipliers fully justify public outlays over forgone productive uses.^[37]

Cultural Preservation and National Identity

Historic Environment Scotland (HES) safeguards physical remnants of Scotland's multifaceted history, encompassing Pictish symbol stones from the early medieval period and Norse-period mounds, which illustrate interactions between indigenous groups and Scandinavian settlers rather than a monolithic national origin story.^[91]^[92] These efforts, including archaeological investigations at sites like the fire-destroyed Pictish fort at Burghead—preserved inadvertently by Viking-era destruction—emphasize empirical evidence of cultural overlays, from Pictish artistry to Norse incursions, challenging narratives that selectively elevate later medieval or Celtic elements.^[93] HES publications, such as The Picts Guide, compile data on these pre-Scottish kingdoms, promoting a causal understanding of how migrations and conflicts shaped the region's tangible heritage without privileging uncritical ethnic continuity.^[94] By curating and interpreting such sites, HES fosters public engagement with Scotland's layered past, where physical evidence like symbol stones and fortified structures serves as a counter to abstracted or ideologically driven identity claims. Visitor interactions at managed properties, including those revealing Pictish societal traces through projects like the northern Scotland excavations, enable direct encounters with archaeological data that underscore diversity in historical agency, from Pictish elites to Viking raiders.^[95] This documentation-oriented approach aligns with HES's mandate to connect contemporary Scots to verifiable human activities, reinforcing a national identity grounded in empirical continuity rather than selective myth-making.^[9] Debates persist on whether HES's stewardship inadvertently amplifies certain historical emphases amid Scotland's independence movements, potentially framing sites as symbols of autonomy; however, primary outputs prioritize comprehensive recording over partisan reinterpretation, as seen in balanced treatments of external influences like Viking preservation of Pictish remains. Official Scottish government assessments affirm the historic environment's role in bolstering cultural identity through such evidence-based preservation, though academic sources occasionally critique institutional tendencies toward narrative alignment with devolution-era sentiments—evident in broader heritage policy documents—without direct empirical linkage to HES operations.^[96] Empirical visitor data on educational outcomes remains sparse, but sector reports indicate heritage sites enhance understandings of place-based traditions, indirectly supporting identity formation via factual historical immersion rather than prescriptive storytelling.^[10]

Broader Societal Benefits and Critiques

Engagement with sites managed by Historic Environment Scotland contributes to individual wellbeing, with HES-commissioned research in 2025 finding that 60% of visitors reported improved wellbeing from such interactions, and active engagement by those living nearby linked to significantly better mental health.^[97] Broader studies affirm these correlations, identifying bidirectional causal links between heritage visits and enhanced mental health functioning, as well as associations between spatial exposure to heritage assets and reduced mental health risks, independent of access to green spaces.^[98]^[99] At the community level, preservation of the historic environment under HES stewardship promotes cohesion by cultivating shared senses of place, belonging, and historical continuity, as evidenced in analyses of heritage's role in fostering social bonds.^[100] A 2020 HES report underscores the historic environment's contributions to collective societal wellbeing, though it notes gaps in comprehensive national data integration.^[101] Critiques, however, point to inefficiencies in HES's preservation approach, exemplified by a £842 million repair and retrofitting backlog reported in October 2025, which strains resources and may divert funds from adaptive urban needs or community priorities.^[102] The 2024 pause of HES's Buildings at Risk Register, following a review finding insufficient evidence of its positive impact on at-risk structures, highlights potential bureaucratic shortcomings in static conservation efforts that could impede flexible development.^[103] From a causal perspective, while preserved built environments provide tangible continuity for identity and wellbeing, rigid enforcement risks prioritizing historical stasis over pragmatic modernization, potentially exacerbating delays in housing or infrastructure projects amid Scotland's urban pressures, though quantified national data on such trade-offs remains sparse.

Policies, Strategies, and Initiatives

Historic Environment Policy for Scotland (HEPS)

The Historic Environment Policy for Scotland (HEPS), published by Historic Environment Scotland in April 2019 and effective from May 1, 2019, establishes a non-statutory framework for managing changes to Scotland's historic environment, applicable to decisions on planning permissions, listed building consents, scheduled monument consents, and funding allocations.^[29] ^[104] Unlike its predecessor, the Scottish Historic Environment Policy (SHEP) of 2011, which featured detailed prescriptive guidance, HEPS adopts a concise, principles-led approach emphasizing robust understanding of an asset's significance and its cultural values to inform proportionate, context-specific outcomes.^[105] This shift prioritizes enabling sustainable management over blanket prohibitions, allowing decision-makers to balance preservation with viable uses, such as adaptive reuse, where evidence demonstrates no net loss to overall significance.^[104] HEPS structures its guidance around six policies (HEP 1–6), grouped under three core areas: understanding and recognition of the historic environment's role in society; informed management of change to ensure positive contributions; and collaborative working with stakeholders for inclusive processes.^[106] Central to assessments is a values-based evaluation of significance, drawing on heritage interests including aesthetic, evidential (archaeological or scientific), historical, and communal aspects, rather than rigid metrics alone.^[104] For instance, HEP 2 requires decisions to be grounded in evidence of an asset's values, while HEP 3 and HEP 4 address proposals for alteration or demolition, permitting approvals if alternatives preserve or enhance those values—evident in guidance notes on listed building adaptation that include case studies of viable interventions, such as conversions that maintain evidential integrity.^[104] This framework supports reviews of designations, potentially leading to delistings where contemporary evidence shows diminished national importance, though such actions remain exceptional and require ministerial oversight.^[29] In practice, HEPS promotes case-by-case judgments to avoid one-size-fits-all restrictions, fostering decisions that integrate historic assets into modern contexts without undue bureaucracy.^[107] Its non-statutory status renders it a material consideration in statutory processes but not legally binding, which enhances flexibility for local authorities and applicants while relying on shared principles for consistency.^[104] Outcomes include streamlined guidance that aids faster resolution of consents by focusing on evidenced impacts rather than exhaustive compliance checks, as seen in updated managing change documents that prioritize understanding over rote application.^[105] However, the emphasis on interpretive values introduces potential for subjective bias in evaluations, as assessors must weigh intangible communal or historical interests against empirical data, necessitating robust evidence to mitigate inconsistencies across cases.^[104]

Our Past, Our Future Strategy

Our Past, Our Future (OPOF) represents the refreshed national strategy for Scotland's historic environment, published on April 28, 2023, and spanning 2023 to 2028, succeeding the prior Our Place in Time framework.^[108]^[109] Developed collaboratively by Historic Environment Scotland (HES) and sector partners, it articulates a long-term vision to sustain and enhance the historic environment's contributions to economy, wellbeing, and resilience, emphasizing adaptive management amid evolving pressures.^[110] The strategy's Delivery Framework 2023-2028 outlines mechanisms for implementation, including priority actions tracked through annual reports and baseline assessments.^[111] A core priority involves transitioning heritage care toward resilience and net-zero alignment, integrating emissions reductions in organizational operations such as building maintenance and staff travel to support Scotland's 2045 statutory target under the Climate Change (Emissions Reduction Targets) (Scotland) Act 2019.^[112] This includes practical measures like retrofitting historic properties for energy efficiency while preserving fabric integrity, with progress measured against sector-wide baselines in emissions data from HES-led reports.^[113] The approach prioritizes empirical adaptation over blanket retrofits, recognizing causal trade-offs in altering irreplaceable structures.^[114] Partnerships form a foundational element, targeting skills and funding gaps through collaborative frameworks like the Historic Environment Skills Investment Plan launched in 2024, which addresses documented shortages in traditional trades such as stonemasonry and carpentry via targeted training and apprenticeships.^[115] Sector data from HES submissions indicate persistent deficits, with pre-2026 budget analyses highlighting insufficient workforce capacity for maintenance amid rising demands, prompting initiatives like the £5.2 million Hamish Ogston Foundation award for skills programs.^[116]^[117] HES's Partnership Fund supports aligned organizations with grants up to £500,000 for capacity-building projects, fostering multi-stakeholder funding to mitigate reliance on public budgets alone.^[118]^[119] Critics note the strategy's ambitious scope strains against fiscal realities, as annualized Scottish Government budgets hinder multi-year commitments essential for heritage longevity, per submissions from HES and community groups.^[116] Verifiable progress, such as year-two advancements in community-led resilience projects reported in the 2025 annual update, demonstrates incremental gains but underscores causal links between underfunding and deferred maintenance risks.^[120] Baseline reports from summer 2024 quantify sector performance against OPOF indicators, revealing uneven advancement in skills uptake and emissions metrics amid these constraints.^[121]^[114]

Responses to Contemporary Challenges like Climate Change

In response to escalating climate risks, Historic Environment Scotland (HES) launched its Climate Ready adaptation plan in November 2021, identifying key vulnerabilities such as increased storm frequency, flooding, and erosion affecting its portfolio of over 300 properties in care.^[122] The plan emphasizes organizational resilience through measures like enhanced risk assessments and contingency planning for operational disruptions from extreme weather, drawing on empirical data from Scotland's observed rise in heavy precipitation events by up to 20% since the 1960s baseline.^[123] To address immediate threats, HES implemented updated inspection protocols in January 2022, focusing on weather-induced damage across its estate, including accelerated coastal erosion documented at vulnerable sites like promontory forts and cliff-top ruins.^[124] This included a nationwide high-level masonry inspection program starting in April 2022, targeting over 200 sites with walls exceeding 1.5 meters in height to quantify erosion and structural degradation risks, informed by site-specific data showing average annual coastal retreat rates of 0.5-1 meter in exposed areas.^[125] For instance, properties akin to Dunbeath's cliff-edge settings face compounded threats from rising sea levels projected to increase by 0.3-0.7 meters by 2100 under moderate emissions scenarios, prompting prioritized stabilization interventions like rock armor reinforcement where feasible.^[126] HES has also advanced energy efficiency innovations through green retrofits tailored to historic fabric, as outlined in its November 2021 Guide to Energy Retrofit of Traditional Buildings, which advocates fabric-first approaches—such as improved insulation and airtightness—while preserving authenticity via reversible, evidence-based pilots demonstrating up to 30% reductions in heating demand without compromising thermal mass benefits.^[127] In October 2024, HES announced a national retrofit center to develop bespoke decarbonization solutions, testing low-carbon materials and ventilation systems on pre-1919 structures comprising 35% of Scotland's housing stock, with initial trials validating hybrid strategies that maintain heritage integrity alongside net-zero compliance.^[128] Resource allocation under these responses favors high-risk assets, with 2025 strategy consultations highlighting tensions between intensive interventions at erosion-prone coastal sites and broader equitable upkeep, as climate-driven repair demands contribute to an £842 million backlog where prioritization models weigh empirical vulnerability scores against portfolio-wide sustainability.^[129]^[102] This approach, critiqued in adaptation frameworks for potentially sidelining lower-profile monuments, relies on collaborative risk-sharing with local authorities to mitigate over-concentration on flagship properties.^[130]

Controversies and Criticisms

Internal Management and Workplace Issues

In June 2025, Historic Environment Scotland became subject to a Scottish Government investigation following staff allegations of a toxic working environment, including complaints about bullying and discriminatory behavior.^[131] By October, the organization experienced leadership turmoil, with the chief executive suspended amid a probe into her handling of a racism complaint against a senior colleague, exacerbating perceptions of instability.^[132]^[133] Internal culture issues manifested in widespread reports of low staff morale, with the head of the primary trade union stating that employees were "stressed, upset and angry" due to unresolved grievances and a sense of simmering fury toward management.^[134] Media investigations described the body as in "complete meltdown," likening its atmosphere to a "failed state" rife with interpersonal conflicts and "culture wars" over ideological differences in heritage interpretation.^[135]^[136] These conditions contributed to high voluntary turnover among senior staff, though exact figures remain undisclosed in public reports. Leadership responses included the appointment of an interim chief operating officer in October 2025 and a new chairman, who convened an all-staff meeting on October 16 to outline plans for cultural reform.^[137]^[138] Despite such measures, auditors from Audit Scotland highlighted persistent "leadership instability" as a risk factor, noting it alongside unresolved staff complaints that hindered effective governance.^[11] The discord has empirically correlated with operational delays, as internal strife diverted resources from core heritage management tasks, raising questions about accountability in public sector bodies where executive incentives may prioritize retention over performance.^[11] Hierarchical structures, characterized by top-down decision-making, were cited by insiders as amplifying these problems, fostering resentment without mechanisms for rapid resolution.^[136] As of late October 2025, the chief executive's return to work under conditions failed to quell ongoing tensions, underscoring the challenges of reforming entrenched public agency dynamics.^[132]

Debates on Bureaucracy and Development Restrictions

Critics of Historic Environment Scotland's (HES) regulatory advisory role in planning processes argue that its objections and requirements for consents on listed buildings and scheduled monuments frequently impose bureaucratic delays and restrictions on development, particularly in housing and infrastructure projects. For instance, in 2021, HES objected to plans for a space launch facility in Shetland, citing adverse impacts on the scheduled Skaw radar station, effectively blocking the proposal despite support from major landowners and potential economic benefits from the project.^[139] Similarly, appeals against listings of multi-storey housing blocks in Aberdeen were initiated in 2021 to enable redevelopment, as protected status hindered necessary demolitions and rebuilds amid housing shortages.^[140] In rural areas, scheduled monuments on farmland have restricted agricultural improvements or new housing, with cases of fines for unauthorized works underscoring the stringent controls that limit property owners' flexibility.^[141] Stakeholders such as developers and local councils have highlighted HES's "unhelpful" responses in listed building consent applications, which can extend approval timelines and increase costs; a 2025 case in East Lothian involved criticism of HES advice against replacing window frames on a 19th-century listed building, complicating routine maintenance and minor alterations.^[142] Pro-development advocates, including those emphasizing property rights, contend that such regulations prioritize preservation over immediate economic needs, potentially exacerbating Scotland's housing crisis by constraining supply in areas with historic features. While specific quantified data on nationwide economic drags from these restrictions remains limited, anecdotal evidence from planning consultations points to prolonged objections delaying projects, as noted in community discussions on heritage impacts to infrastructure like power lines.^[143] Preservationists counter that empirical assessments demonstrate the historic environment's substantial long-term economic value, generating approximately £6 billion annually for Scotland's economy, including £2.1 billion from heritage tourism, which outweighs short-term development gains foregone due to protections.^[8] HES maintains that its framework balances regulatory advice with enabling sustainable development, arguing that unchecked alterations could erode assets yielding sustained jobs and visitor revenue—over 68,000 full-time equivalent positions supported as of recent estimates.^[144] This debate pits preservation advocates, who cite causal links between intact heritage and cultural-economic resilience, against deregulation proponents favoring reduced oversight to enhance property autonomy and accelerate builds, though the latter often lack comprehensive counter-data on net losses from eased restrictions.

Funding Efficiency and Political Influences

Historic Environment Scotland (HES) derives the majority of its funding from grant-in-aid provided by the Scottish Government, totaling £74.2 million for the 2024-2025 fiscal year, with additional revenue generated from commercial activities including admissions to managed properties and other income streams amounting to a significant portion of its budget.^[145]^[41] This public funding model supports core operations but has faced static or declining allocations amid broader fiscal pressures, including a approximately £2 million reduction in grant-in-aid for 2025-2026.^[116] Operational costs have risen sharply, with maintenance and building expenses reported as 34% higher than pre-COVID-19 levels, driven by persistent inflation and supply chain disruptions, as outlined in HES submissions to parliamentary scrutiny.^[146] These pressures have necessitated strategic shifts, including consultations on prioritizing properties in state care, with admissions that resource limitations may result in some historic structures being permitted to decay rather than fully conserved.^[147]^[148] Annual audits have identified financial reporting adjustments totaling £4.3 million in 2023-2024, alongside recommendations for enhanced internal controls, raising questions about administrative efficiency and value for money in resource deployment.^[37] External critiques have spotlighted potential inefficiencies, such as procurement anomalies exemplified by a director's £25 expenditure on a high-value event ticket during the Edinburgh Military Tattoo, prompting calls for Auditor General intervention into alleged mismanagement.^[149] In contrast, private sector counterparts like the National Trust for Scotland operate with diversified funding from memberships, legacies, and philanthropy, enabling targeted investments in estate management—such as classifying and maintaining built heritage—with arguably leaner overheads unburdened by equivalent public accountability layers, though systematic efficiency benchmarks between the entities are not publicly standardized.^[150] As a non-ministerial public body sponsored by the Scottish Government, HES's strategic priorities—emphasizing community involvement, climate adaptation, and inclusive access—mirror the administering SNP-led executive's policy emphases, potentially directing grants and initiatives toward narratives reinforcing cultural continuity and national cohesion.^[151]^[152] This alignment, while facilitating policy delivery, has drawn scrutiny for subordinating fiscal prudence to governmental agendas, particularly as budget constraints under devolved spending frameworks exacerbate trade-offs in heritage upkeep.^[148] Sources critical of the administration, including opposition-aligned outlets, contend that such influences contribute to suboptimal resource allocation, though HES maintains operational independence in execution.^[136]

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Scotland's Historic Environment Strategy: Year Two Progress
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Nov 17, 2021 · Climate Ready HES is Historic Environment Scotland's first climate change adaptation plan, addressing risks to the organization. It has two ...
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We've launched our first dedicated climate change adaptation plan
Nov 18, 2021 · Historic Environment Scotland has today, Thursday 18 November, launched its new climate adaptation plan. 'Climate ready HES' sets out a ...
[124]
New measures introduced to manage the impact of climate change
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[125]
High Level Masonry Inspections - Historic Environment Scotland
In April 2022, we launched a nationwide programme to inspect 200+ sites in our care with masonry exceeding 1.5 metres in height.
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[PDF] Climate change fact sheet - Historic Environment Scotland
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[127]
Guide to Energy Retrofit of Traditional Buildings | Hist Env Scotland
Nov 11, 2021 · This guide describes retrofit measures which can be used to improve the energy efficiency of traditional buildings, whilst maintaining as much of their ...
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HES to establish new national centre for retrofit of traditional buildings
Oct 1, 2024 · A new dedicated national centre to champion the retrofit of traditional buildings to improve energy efficiency and play a key role in achieving national net ...The Retrofit Lab · Retrofit Factsheet · About The Arts And...
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Help shape the future of Scotland's historic sites and collections in ...
Oct 6, 2025 · HES's new strategy comes at a time when Scotland's historic environment is facing significant challenges, including climate change and rising ...
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[PDF] Historic Environment Scotland's Collaborative Approach To Climate ...
adaptation of the historic environment to climate change, contributing to national ... © Crown Copyright Historic Environment Scotland. DUFF HOUSE. COASTAL ...
[131]
Heritage chiefs face Scottish Government probe over 'toxic' working ...
Jun 13, 2025 · Bosses at Historic Environment Scotland face a Government probe following allegations of a toxic working environment.
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https://www.scotsman.com/heritage-and-retro/heritage/suspended-chief-executive-of-historic-environment-scotland-back-at-work-5371021
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https://www.thenational.scot/news/25564194.historic-environment-scotland-appoint-new-coo-racism-row/
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HES staff are 'stressed, upset and angry', says union boss | The Herald
Oct 17, 2025 · Staff at crisis-hit Historic Environment Scotland are "stressed, upset and angry" according to the head of the main trade union…
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https://www.heraldscotland.com/news/25569422.inside-meltdown-scotlands-national-heritage-body/
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https://www.thetimes.com/uk/scotland/article/historic-environment-scotland-controversy-explained-mjnvjkm2q
[137]
Historic Environment Scotland: New chairman addresses staff at ...
Published 16th Oct 2025, 06:00 BST. Sir Mark Jones is back from leave and has addressed staff at HES during a deeply troubled time at the organisation.
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Historic Environment Scotland to hire new boss after racism row
Historic Environment Scotland (HES) announced on Wednesday that a new appointment would be made after the organisation was rocked by a series of ...
[139]
Shetland space centre plan backed by nation's biggest landowner ...
Mar 31, 2021 · We have objected to the proposals due to their significant adverse impact on the Skaw radar station, which is protected as a scheduled monument.
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Appeal against multi-storey listing halted so Aberdeen City Council ...
May 28, 2021 · An appeal against the decision to grant protected status to eight multi-storey buildings in Aberdeen has been halted by the Scottish ...
[141]
Digging up the past - a costly mistake? - Thorntons Solicitors
Dec 17, 2021 · Digging up Scheduled Monuments requires consent and can be costly. A farmer was fined £18,000 for excavation, showing ignorance can be a costly ...Missing: blocking | Show results with:blocking
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Historic Environment Scotland criticised for 'unhelpful' responses
May 11, 2025 · It overturned officers' recommendation to refuse to allow white window frames on a 19th-century listed building to be replaced with 'tarpaulin grey' frames.
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What will the consequences of this be when Historic Environment ...
Oct 7, 2025 · This debate raged within HS for decades. One inspector held the pickled in aspic attitude against the younger generation of use it or lose ...Missing: efficiency criticism
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[PDF] 2023 2024 Introduction Historic Environment Scotland (HES ...
HES's funding comprises grant-in-aid and a significant level of income derived from commercial and charitable activities. Under the Resource Spending Review ...
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HES welcomes grant in aid funding from the Scottish Government
Dec 20, 2023 · Historic Environment Scotland (HES) has welcomed grant in aid funding of £74.2 million as part of the Scottish Government's 2024-2025 Budget.
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[PDF] Historic Environment Scotland 9 January 2025 - Scottish Parliament
Jan 9, 2025 · Through our Grants programme, we invest around £13.5 million a year to support building repairs, ancient monuments, archaeological work, and ...
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Historic Environment Scotland embarks on 'difficult and emotional ...
Oct 6, 2025 · Edinburgh Castle is where we derive the majority of our revenue and people get a bit anxious that we are over commercialising it. Advertisement.<|control11|><|separator|>
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SNP's heritage quango confirms some historic buildings will be left ...
Oct 6, 2025 · SNP's heritage quango confirms some historic buildings will be left to rot thanks to lack of funding. Historic Environment Scotland is outlining ...
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Auditor General urged to investigate Edinburgh Castle quango
Sep 22, 2025 · Stephen Boyle to look into alleged mismanagement after claims a director paid just £25 for a prestigious dinner during Military Tattoo.<|separator|>
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Built Estate Analysis | National Trust for Scotland
By comparison, Historic Environment Scotland (HES) classify 34% of their estate as roofed, with 66% calculated as either unroofed, a monument or a standing ...Key Findings · Reflections · How Accessible Are The...
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Have your say on priorities for Scotland's heritage | HistEnvScot
Oct 24, 2024 · Scotland's historic environment is a vital part of the country's economy, contributing £6 billion and supporting 81,000 jobs in 2023-24. As the ...
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Historic Environment Scotland - Facebook
Sep 29, 2025 · See our fabulous history at Woodhall Faskine and Palacecraig area. Local community need your input as we work to save it.Missing: cohesion | Show results with:cohesion