Complete the form below to ask us a question or make an enquiry. We’ll get back to you via phone or email as soon as possible.

Partner & 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 Morley is a Partner and Solicitor in the Wealth Management team. She specialises in succession planning, with a focus on advising farmers, business owners and high net worth individuals on complex Inheritance Tax matters.

She has a particular expertise in the tricky, and often-denied, Business Property Relief as it applies to park owners. She is delighted with her track record in negotiating with the Revenue about the relief for both holiday and residential park owners: she has been successful in every case to date.

As lead Partner in the Wills & Succession sub-team, Rachael enjoys dealing with the extremely technical detail of the law, especially as it applies to tax and trusts. She delivers her advice with sensitivity and pragmatism, drawing on her expertise across areas such as tax, trusts and creating Wills to give each client a bespoke solution that is right for them.

Rachael maintains close links with local families, often advising many generations on the succession planning process. She crafts a package of options and documents precisely tailored to them, while also supervising the firm’s offering in this area.

Described as “wholly exceptional” in the Legal 500 directory, she is recognised as a key member of the Tier 3 ranked Personal Tax, Trusts and Probate team.

Rachael is a Director of Tozers Trust Corporation Limited, through which Tozers acts and Executor, Deputy and Attorney.

She is also a full member of the Society of Trust and Estate Practitioners (STEP) – achieving a Distinction in her Diploma – and is past Chair of the Non-Contentious Business Sub-Committee of the Devon and Somerset Law Society.

Rachael regularly shares her knowledge and experience, presenting at seminars both locally and nationally.

Recent experience includes:

  • Crafting persuasive claims for Business Property Relief for owner-managed park businesses.
  • Assisting the Executors of a farming estate with a complex picture of assets in an illiquid estate.
  • Advising on the technical detail of a trustees’ powers and duties on the wording of an unusual trust deed.


Ready to make a start?

Get started online

Ready to make a start? Our online system allows you to start your Wills or Probate enquiry anywhere, anytime, with personalised and helpful advice online now.

Start your Will online   Start your Probate online



Solicitor memberships







Solicitor accolades

Legal500 Recommended Lawyer

Mr S

Your Thoughts


“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


Less than a month to make those (Capital) gains!

Posted on 07th March 2023 in Later Life Planning

As part of the cutbacks in the Autumn Statement last year, the government confirmed that each person’s Capital Gains Tax allowance is to be reduced from 6th April 2023.

Posted by

Rachael Morley

Partner & Solicitor

Another one bites the dust: aparthotels and their claim to Business Property Relief

Posted on 01st August 2022 in Parks, Later Life Planning, Company & Commercial

Business-owners will no doubt be well aware of the potentially valuable relief from Inheritance Tax known as Business Property Relief. Where successfully claimed, BPR can shield the full value of a business from the charge to Inheritance Tax.

Posted by

Rachael Morley

Partner & Solicitor