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.
I have a band 2 ranking in the Chambers High Net Worth Guide 2023
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.
‘The team is headed by an exceptional practitioner Donna Holmes. She runs a tight ship and all team members follow her lead for professionalism, competence, knowledge, caring manner and approachable manner. Emails and calls are responded to immediately offering instruction and advice. Potential clients with complex needs, are made to feel welcome and shown due respect. I have never had a complaint from a client in relation to this practice, its partners or associates. Clients are full of praise’ Legal 500, 2023
‘Donna Holmes is by far the best deputy I have ever worked with. She is diligent, tenacious and determined in her role of looking for the best possible for my clients and they think very much of her opinion and advice’ Legal 500, 2023
‘She is a professional, competent and caring person. My clients adore her because of the service she gives to the clients. She shows enormous patience with clients often having to repeat herself several times and explains in terms a layman can understand. This goes an enormous way towards the clients having faith in her position’ Legal 500, 2023
‘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
‘Donna Holmes is a first-rate deputy to my clients. She is professional at all times but gets to know my clients’ needs and is able to reassure them during difficult times.’ – Legal 500, 2022
- Wills, tax and estate planning
- Court of Protection
- Personal injury trusts