Solicitor at Tozers LLP

Rachael Morley

Solicitor - Partner and Solicitor

SRA ID: 579555

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.

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

Licensed for 9 years

Practice Areas

Money & Tax, Wills, Trusts & Probate, Company & Commercial

4.9/5 15 Client Reviews 15
  • Wills, Trusts & Probate 100%
15 Client Reviews

4.9/5

Overall experience

  • Value For Money
  • Communication
  • Initial Impressions
  • Approachability
  • Documentation Accuracy
  • Legal knowledge

Reviews summary

  • Excellent
    14
  • Very Good
    1
  • Average
    0
  • Poor
    0
  • Awful
    0
Anonymous
Click to rate
Roger
Verified Roger Added 7 months ago Report to admin
Collected whilst working at Tozers LLP
March 18, 2024 20240318153436

Will

5

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

Lawyer named in this review: Rachael Morley

A representative from Tozers LLP responded to this review on 28 March, 2024

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.

Was this review helpful? Yes

Anonymous
Anonymous Added 3 years ago Report to admin
Collected whilst working at Tozers LLP
June 03, 2021 20210603124648

Wills, Trusts and Probate

5

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

Lawyer named in this review: Rachael Morley

A representative from Tozers LLP responded to this review on 07 June, 2021

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

Was this review helpful? Yes

Yvette & Chris Elliott
Verified Yvette & Chris Elliott Added 3 years ago Report to admin
Collected whilst working at Tozers LLP
May 04, 2021 20210504110026

Wills

5

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

Lawyer named in this review: Rachael Morley

A representative from Tozers LLP responded to this review on 06 May, 2021

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

Was this review helpful? Yes

Yvette & Chris Elliott
Yvette & Chris Elliott Added 3 years ago Report to admin
Collected whilst working at Tozers LLP
April 30, 2021 20210430111832

Wills, Trusts and Probate

5

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.

Lawyer named in this review: Rachael Morley

A representative from Tozers LLP responded to this review on 06 May, 2021

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.

Was this review helpful? Yes

Malcolm David
Verified Malcolm David Added 3 years ago Report to admin
Collected whilst working at Tozers LLP
April 12, 2021 20210412124528

Wills Update.

4

Completed efficiently and effectively despite Covid restrictions.

Lawyer named in this review: Rachael Morley

A representative from Tozers LLP responded to this review on 13 April, 2021

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

Was this review helpful? Yes

Robert
Verified Robert Added 3 years ago Report to admin
Collected whilst working at Tozers LLP
March 13, 2021 20210313135517

Margarets Will

5

Evertthing was handled quickly without hassle.

Lawyer named in this review: Rachael Morley

A representative from Tozers LLP responded to this review on 15 March, 2021

Thank you for your review.

Was this review helpful? Yes

David Keith
Verified David Keith Added 3 years ago Report to admin
Collected whilst working at Tozers LLP
March 11, 2021 20210311131553

Fast efficient service.

5

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

Lawyer named in this review: Rachael Morley

A representative from Tozers LLP responded to this review on 11 March, 2021

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.

Was this review helpful? Yes

Trevor Russell
Verified Trevor Russell Added 3 years ago Report to admin
Collected whilst working at Tozers LLP
December 18, 2020 20201218145809

Preparation of a new Will

5

I found Rachel Morley to be very competent and professional in the preparation of my Will.

Lawyer named in this review: Rachael Morley

A representative from Tozers LLP responded to this review on 05 January, 2021

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

Was this review helpful? Yes

Stuart John Davies
Verified Stuart John Davies Added 3 years ago Report to admin
Collected whilst working at Tozers LLP
December 14, 2020 20201214202743

Excellent service throughout the whole process

5

Under the current conditions, our matter was dealt with great efficiency and you felt you were in the same room, despite being on the end of a telephone.
We were well advised throughout the whole process.
Thanks to the staff concerned.

Lawyer named in this review: Rachael Morley

A representative from Tozers LLP responded to this review on 15 December, 2020

Dear Stuart, thank you for your review. We really appreciate your positive feedback and we are glad that we were able to guide you smoothly through your transaction.

Was this review helpful? Yes

Caroline
Verified Caroline Added 3 years ago Report to admin
Collected whilst working at Tozers LLP
December 08, 2020 20201208143900

Inheritance tax

5

We needed some advice ahead of a property purchase concerning inheritance tax and trust funds . This is a minefield for those with limited knowledge of financial services. Rachael talked through the options available and made it feel like changes can be upgraded in the future as circumstances change. I don’t feel as concerned as I was following her help and advice.

Lawyer named in this review: Rachael Morley

A representative from Tozers LLP responded to this review on 09 December, 2020

Hi Caroline, thank you so much for leaving such positive feedback. We are so happy that your experience with Tozers has been smooth and straight forward and we hope to work with you again in due course.

Was this review helpful? Yes

About Rachael Morley

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.

Languages Spoken: English

Contact Rachael Morley

Address

Tozers LLP

10 St. Pauls Road

Newton Abbot

Devon

TQ12 4PR



Phone 01392 207020

Website

Resume

LICENSE

Country

Status

Acquired

Updated

United Kingdom

Currently Registered

15/09/15

09/06/23

We found no instances of professional misconduct for this solicitor

WORK EXPERIENCE

Title

Name

Duration

Employee

Tozers

?-01-10-2019

Employee

Tozers LLP

?-present