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Associate and Solicitor

Rachael Morley

“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 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 including her colleague, Jayne Bertie, and assistant, Maxine Tyler. 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.

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Mr S

Your Thoughts

Testimonials

“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

Company & Industry

Related Insights

Insights

Moving the tax year boundaries

Posted on 10th June 2021 in Later Life Planning

A recent report published by the Office for Tax Simplification has suggested that the tax year instead moves to synchronise with the calendar year, so from 1st January to 31st December.

Posted by

Rachael Morley

Associate and Solicitor
Insights

Leaving gifts to charities in your Will

Posted on 08th June 2021 in Probate & Wills

If you are thinking about creating or updating your Will you may consider the possibility of including a charitable gift.

Posted by

Rachael Morley

Associate and Solicitor