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.

My specialisms

  • Wills, tax and estate planning
  • Court of Protection
  • Personal injury trusts
  • Probate
Wills for under 18-year-olds

This recent case has highlighted another situation where it may be possible for under 18-year-olds to make "a will".

Probate fees are changing
Probate fees are changing

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.

Testamentary freedom and loss of capacity
Testamentary freedom and loss of capacity

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.

Keeping it simple – tax-effective gifting
Keeping it simple – tax-effective gifting

In regards to mitigating inheritance tax in particular, the Inheritance Tax Act 1984 contains some really clear (and straightforward) tax planning opportunities and tax exemptions.

The past six months
The past six months

We are delighted that our team was recognised as a national and an international leader for the work we undertake in supporting and advising vulnerable individuals and their families, with the Society of Trust and Estate Practitioners’ prestigious "Vulnerable Client Team of the Year" award.

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