Rachael Morley

Partner and Solicitor

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Rachael works closely with individuals and family business owners, dealing with the administration of complex estates, tax and succession planning for wealth preservation and asset protection, Wills, Powers of Attorney and Court of Protection work. Her particular specialism lies in succession planning for business owners and farmers, in helping them navigate the complex reliefs from Inheritance Tax which can be so valuable to their families. Rachael is based in the Newton Abbot office and works closely with the team there. She is also strongly connected to the wider team in the firm’s other offices and assists across the firm in any matters which affect later life and succession planning. Rachael applies her understanding and experience, with strong relationship skills, to work closely with clients to ensure that their instructions are captured correctly and that the whole process for them is as smooth as possible. Rachael relishes the variety offered by her role, from the chance to interact with people and consider practical results for them in light of their situations, to researching the fine details of the law, drafting complex legal documents and negotiating with officers at the Revenue about an estate claiming complex Inheritance Tax reliefs. Qualifying in 2015, Rachael is a full member of the Society of Trusts and Estate Practitioners ‘STEP’, having passed the Diploma exams with Distinction. She is also the current Chair of the Non-Contentious Business Sub-Committee of the Devon and Somerset Law Society, which deals with matters of interest to the profession in the non-contentious area. Rachael has also been recognised in the 2023 Legal 500 directory as a key lawyer in the Teir 4 ranked Personal Tax, Trusts and Probate team.

  • Regulated by: The Solicitors Regulation Authority

  • Regulator ID: 579555

  • Based in Newton Abbot, Devon
  • Licensed for 10 years

Accepting new clients via ReviewSolicitors

Rachael works closely with individuals and family business owners, dealing with the administration of complex estates, tax and succession planning for wealth preservation and asset protection, Wills, Powers of Attorney and Court of Protection work. Her particular specialism lies in succession planning for business owners and farmers, in helping them navigate the complex reliefs from Inheritance Tax which can be so valuable to their families. Rachael is based in the Newton Abbot office and works closely with the team there. She is also strongly connected to the wider team in the firm’s other offices and assists across the firm in any matters which affect later life and succession planning. Rachael applies her understanding and experience, with strong relationship skills, to work closely with clients to ensure that their instructions are captured correctly and that the whole process for them is as smooth as possible. Rachael relishes the variety offered by her role, from the chance to interact with people and consider practical results for them in light of their situations, to researching the fine details of the law, drafting complex legal documents and negotiating with officers at the Revenue about an estate claiming complex Inheritance Tax reliefs. Qualifying in 2015, Rachael is a full member of the Society of Trusts and Estate Practitioners ‘STEP’, having passed the Diploma exams with Distinction. She is also the current Chair of the Non-Contentious Business Sub-Committee of the Devon and Somerset Law Society, which deals with matters of interest to the profession in the non-contentious area. Rachael has also been recognised in the 2023 Legal 500 directory as a key lawyer in the Teir 4 ranked Personal Tax, Trusts and Probate team.

  • Regulated by: The Solicitors Regulation Authority

  • Regulator ID: 579555

  • Based in Newton Abbot, Devon
  • Licensed for 10 years

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Rachael Morley

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4.9
Excellent
93%
Value for
Money
95%+
Success
Rate
95%+
Would
Recommend
Communication 4.9/5
Initial Impressions 4.9/5
Approachability 4.9/5
Documentation Accuracy 4.9/5
Legal Knowledge 4.9/5
Value for money 4.7/5
Expertise

Experience

  • Tozers LLP

    Employee

    Until October 2019

  • Tozers LLP

    Employee

    Until Present

Languages spoken

  • English

Opening hours

Monday 08:45–17:00
Tuesday 08:45–17:00
Wednesday 08:45–17:00
Thursday 08:45–17:00
Friday 08:45–17:00
Saturday (Closed)
Sunday (Closed)

10, St. Pauls Road, Newton Abbot, Devon, TQ12 4PR

Reviews

4.9 /5 15 Reviews
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Roger

Verified

Will

Helpful friendly and efficient Took the trouble to explain the clauses we didn’t understand

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A representative from Tozers LLP responded to this review

Thank you very much for your review, Roger. We are thrilled to hear of your positive experience with Rachael. Please do let us know if we can provide any other service.

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Yvette & Chris Elliott

Verified
Wills, Trusts & Probate

Wills

Quick, efficient and professional. An important job made easy.

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A representative from Tozers LLP responded to this review

Thank you for your review. We appreciate the positive feedback you have given us and look forward to working with you in the future.

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Malcolm David

Verified
Wills, Trusts & Probate

Wills Update.

Completed efficiently and effectively despite Covid restrictions.

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A representative from Tozers LLP responded to this review

Thank you for your review. We appreciate the positive feedback you have given us and look forward to working with you in the future.

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Robert

Verified
Wills, Trusts & Probate

Margarets Will

Evertthing was handled quickly without hassle.

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A representative from Tozers LLP responded to this review

Thank you for your review.

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David Keith

Verified
Wills, Trusts & Probate

Fast efficient service.

From making initial contact we have experienced excellent service, the complete procedure was explained clearly, making it stress free.

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A representative from Tozers LLP responded to this review

Dear David, Thank you for your review. We appreciate the positive feedback you have given us and look forward to working with you in the future.

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Other Reviews

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Anonymous

Wills, Trusts & Probate

Wills, Trusts and Probate

Lawyers of the very highest quality and integrity who are committed to serving their clients’ varied needs.

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A representative from Tozers LLP responded to this review

Thank you for your review. We appreciate the positive feedback you have given us and look forward to working with you in the future.

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Yvette & Chris Elliott

Wills, Trusts & Probate

Wills, Trusts and Probate

We'd been putting off the job of getting our wills sorted as it seemed a daunting task, but Rachael made it very easy. She was clear and supportive through the process, which turned out to be much simpler than we'd ever imagined! Thank you.

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A representative from Tozers LLP responded to this review

Dear Yvette & Chris, Thank you for your review. We appreciate the positive feedback you have given us and hope to work with you in the future.

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Thomas Michael

Verified
Wills, Trusts & Probate

Wills, Trusts and Probate

For some time I have been trying to find a suitable solicitor to enable me to make a new will. My search in my home area was dire & unsuccessful. Then Tozers were recommended to me. This was transformative. My initial contact with Sue Halford was professional, positive & constructive. We established that I would need advice with Inheritance & Capital Gains Tax. At this point Rachael Morley took over. I could scarcely have been more impressed. Her reports on Inheritance & Capital gains Tax are models of clarity. Everything is clearly explained & set out so that matters which had, (to me), been impossible to understand became entirely comprehensible. As a result my will has been entirely redrawn, much better & more suitably than I had originally envisaged. I was guided every step of the way. Rachael Morley completely understood what I wanted to achieve in my will, & acted with empathy & lightness of touch. I expected doing legal business to be heavy going- my experience with Tozers was the exact opposite. I couldn’t recommend them highly enough.

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A representative from Tozers LLP responded to this review

Hi Thomas, thank you so much for your lovely comments. We couldn't be more pleased that you had such a good experience with us after trying to find a solicitor for so long. We look forward to working with you in the future.

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June

Verified
Wills, Trusts & Probate

Wills, Trusts and Probate

Very satisfied with the redrafting of my will

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A representative from Tozers LLP responded to this review

Thank you for taking the time to write a positive review June. Client feedback is very important to us. Thank you again Rachael Morley

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