Head of the personal planning team
As private client partner and head of the personal planning team, my focus is on leading a team to provide excellent advice tailored to the needs of individuals to plan and build their future. Helping people through tough times and supporting a proactive approach, I combine legal knowledge with down to earth, practical advice delivered in an understandable way.
The clients I work with appreciate my honest and friendly approach, as shown in their feedback, which includes:
"Donna Holmes was well-prepared and professional. Willing to pause and expand on any queries. Very honest and friendly approach."
"I have learnt lots of things I didn't know that will help me with my situation."
As a STEP member, I advise individuals about planning their future - advising on wills, tax planning, probate, and trusts, (particularly personal injury trusts.)
As an Office of the Public Guardian Panel Deputy, I have wide experience with of mental capacity property and affairs matters - appointment of a deputy, assisting lay deputies, deputyship administration and Lasting Powers of Attorney.
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