Sally Manning

Senior Associate

Wills, Trusts, Probate and Estate Administration, Wills and Trusts, Lasting Powers of Attorney and Court of Protection, Tax Planning, Probate and Estate Administration

Location: Castle Cary

Sally is the Head of Batten’s Castle Cary office and is a Private Client lawyer with 20 years experience specialising in drafting Wills and Lasting Powers of Attorney; Probate, Inheritance Tax and Deeds of Variation; Declarations of Trust and Capital Gains Tax; Deputyship and the Registration of Enduring Powers of Attorney.

Sally is renowned for her tenacity and her meticulous attention to detail. She takes pride in listening carefully to her client’s needs so that she can help them achieve their goals. This gives clients a great sense of confidence in Sally’s judgement and dedication.

Career Highlights:

  • Being the driving force behind not one but two marriages in order to save capital gains tax on lifetime transfers and inheritance tax upon death.
  • Reducing income tax and capital gains tax for couples through Declarations of Trust and Deeds of Appropriation.
  • Bringing to an end the bombardment of requests for evidence of expenditure from the Office of the Public Guardian with regards to financial accounting on a Deputyship case.
  • Knowing that she has helped countless clients make the Wills that they have feared would be a difficult process an easy one.
  • Helping bereaved clients get through some of the hardest days by taking the burden of administration away.

“Delighted with the whole experience of working with Sally and Ben. Couldn’t fault any part of the process of updating my will, etc. Many thanks.”

Jo Tait

“Sally Manning and her Castle Cary team were professional knowledgeable and provided an excellent service. I was kept fully up to date with developments and all matters explained clearly and concisely. A very good experience”

Peter Everitt

“Thank you Sally for your excellent service in the probate of our mother’s will. But also, I really appreciate your kindness and care, forbearance at times no doubt, in acting as x solicitor. She had complete confidence in you, which I shared.”

C Crockatt

“Sally always responded immediately to any questions I had and went the extra mile to expedite our probate application.”

S Long

“I found the whole process was done in a friendly, understandable way. Can't fault them. Thank you!”

F Steele

“The three ladies Sally, Naomi and Kirsty, who managed my case during more than two months, demonstrated an impeccable understanding of the best approach to what was required. The process was very substantially eased by their ability to harness the effectiveness of technology like email, document scanning, PDFs etc. to simplify communication. Sally was able to work from another location flawlessly and it was probably helpful that I could operate in the same way. Throughout I could not have asked for more. Thank you.”

I Bridson

“Sally Manning at Battens is an absolute star. She was the one that kept her head while others were losing theirs, with her, her conveyancing team and Naomi resolving a complex situation between legal firms for a house sale involving transfer of ownership for a deceased relative. I cannot recommend her highly enough - she deals with wills, trusts, probate and estate legal administration, and I would offer her and her office more business at any opportunity I'm given, without hesitation. Thank you Sally & Battens.”

Charles B