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Associate in the wealth management team

Rachael Morley

Associate and Solicitor

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Expertise

Rachael is an associate in the Wealth Management team, who trained with Tozers after graduating with a First Class honours degree from the University of Cambridge. Rachael deals 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.

“Coping with the loss of a loved one is difficult enough, without the added pressures of navigating legal procedures and claiming complex tax reliefs. Whether you are dealing with a bereavement or looking for ways to protect your own assets for the next generation, I do my best to guide you through the necessary steps sensitively and pragmatically.”

Rachael is a full member of the Society of Trusts and Estate Practitioners (‘STEP’),  having passed the STEP Diploma with Distinction.

 

Rachael works from the firm’s Exeter and Newton Abbot offices and can be contacted via her direct line above or by calling 01626 207020.

Rachael dealt with the administration of my late wife’s estate. It was very complicated, but Rachael dealt with all the relevant problems in a manner both professional, competent and supportive to myself at a personally difficult time. She consistently updated me on progress and it was a pleasure working with her.

Mr S