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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”

Member of

Department

Later Life Planning Probate & Wills Safeguarding Vulnerable Clients

Expertise

Areas of work

Administering a Will Care Home Planning Care Home Planning for Vulnerable Clients Compensation Protection Trusts Deputyship & Court of Protection Deputyship & Court of Protection Dying Intestate Inheritance Tax Planning Inheritance Tax Planning for Farmers & Business Owners Inheritance Tax Planning for Your Business Lasting Powers of Attorney Making a Will Protecting Your Assets

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 2024 Legal 500 directory where she is described as "wholly exceptional" in the Tier 3 ranked Personal Tax, Trusts and Probate team.

 

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ASSOCIATIONS

Solicitor memberships

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AWARDS

Solicitor accolades

Legal500 Recommended Lawyer

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

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

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

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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.
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Posted by

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Partner & Solicitor