Sally Manning

Associate

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

S Long

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“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