Sally is a Legal Director in the Private Wealth team at Weightmans LLP and is based in the Manchester office. Sally is a fully accredited member of STEP (the Society of Trust and Estate Practitioners), the Law Society Private Client Section and The Association of Lifetime Lawyers (formerly Solicitors for the Elderly). Sally also sits on the Manchester Law Society’s Private Client section committee. Sally qualified as a solicitor in 2008 and joined Weightmans LLP in 2018, having left her role as Head of the Private Client department at her previous firm. Sally has practised solely in the field of Private Client since qualification and she has extensive experience in advising clients in relation to their estate planning, including the preparation of Wills, Inheritance Tax planning, the creation of and the onward administration of trusts and the preparation of Lasting Powers of Attorney. Sally has a particular interest in the administration of estates, and often deals with high value, complex estates on behalf of both professional and lay executors.
Lawyers
Rising stars
Leading individuals
Richard leads the Private Wealth team nationally. He is a full member of the Society of Trust and Estate Practitioners and the Law Society private client section. He has broad experience of working with clients from various backgrounds having worked in large commercial practices and smaller high street firms. Richard advises clients on all aspects of estate planning including wills, trusts, family investment companies and probate matters. He has a particular specialism in tax mitigation and assisting business owners and those with more complicated family arrangements and asset structures with succession planning and wealth protection. He is a professional trustee on numerous family trusts, acts as an attorney for elderly clients and has been appointed by the High Court as an independent administrator in complex contentious Probate matters. Richard works closely with the firm's Owner Managed Business and family teams and often with accountants and independent financial advisors to ensure that clients receive broad based holistic advice. Richard is a regular presenter of estate planning and asset protection seminars. He is used to working with lawyers in different jurisdictions to achieve clients’ objectives in terms of their worldwide estate.