My role

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."

My experience

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.

Testimonials 

'Donna Holmes is an exceptional deputy of great experience and knowledge. She leads a superb team and all team members take their lead from her. She is supremely professional but at the same time caring, understanding and patient. She always puts clients at ease at a very anxious period in their lives.' Legal 500, 2021

'Very professional and supportive of clients; I like that she can think outside the box, get to know the client, put them at ease and take their needs onboard very well. She is punctual with responses which makes her stand out massively, and because she runs a tight ship her team are all very, very efficient.' Chambers and Partners High Net Worth Guide, 2021

My specialisms

  • Wills, tax and estate planning
  • Court of Protection
  • Personal injury trusts
  • Probate

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