Partner in 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.
'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
The use of video remote witnessing of Wills will become law.
With Covid-19 all around us, in a socially distant world, we advise on how you can still make your Will with proper advice.
We are delighted to confirm that partner, Donna Holmes, has been appointed to the Panel of Guardians for Missing Persons Affairs from 1 February 2020.
This recent case has highlighted another situation where it may be possible for under 18-year-olds to make "a will".
Although the exact date of the change is presently unknown, it is likely to be in or around April 2019 and will have a significant impact on estate administration and the costs of dying.
In injury claims, should you disclose the total figure of compensation to your injured party where they have suffered a brain injury and lack capacity to manage their finances?
Thinking about the legal status of being a cohabitant probably isn’t at the top of the ‘to do’ list.
The MCA was the first Act of Parliament to be built upon a set of principles – firm foundations to underpin the ethos of empowering and yet protecting people within a decision making framework.
Known as Testamentary Freedom, a person making their will (a testator) can decide to make provision and leave gifts to family, friends and/or charity on their death – and also to exclude people from benefiting.
Having been the Judge of the Court of Protection for over 20 years, it is quite the condemnation of LPAs that have been increasingly advertised by the Ministry of Justice (through the Office of the Public Guardian) as a great solution for individuals to plan for their future.
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