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Meet our team / Donna Holmes

Donna Holmes

Partner

Partner in the personal planning team

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

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

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

My specialisms

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

Blog


My latest articles

Virtual Witnessing of Wills becomes a possibility
Virtual Witnessing of Wills becomes a possibility

The use of video remote witnessing of Wills will become law.

Making my Will in a socially distant world
Making my Will in a socially distant world

With Covid-19 all around us, in a socially distant world, we advise on how you can still make your Will with proper advice.

Assets as gifts – when independent legal advice is not enough
Assets as gifts – when independent legal advice is not enough

This case is salutary to lawyers to make sure that they get full information from the client about all of their assets, income and liabilities and family members and dynamics.

Wills for under 18-year-olds
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.

Should you always disclose the value of awards of compensation to the recipient?
Should you always disclose the value of awards of compensation to the recipient?

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?

Cohabitation, Wills and reasonable provision
Cohabitation, Wills and reasonable provision

Thinking about the legal status of being a cohabitant probably isn’t at the top of the ‘to do’ list.

Personal Injury Capital and the Court of Protection – A Victory for Common Sense

This case confirms what Personal Injury and Court of Protection practitioners had long believed in relation to the role of Deputies appointed by the Court of Protection – that a […]

10 Years of the Mental Capacity Act 2005: Reflections and celebrations

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 Conservative Government – Where next for Inheritance Tax?

Well, the honest answer at this stage is ‘we don’t know!’. Not altogether helpful I appreciate but, unfortunately, it is a true reflection of where we are! The Conservative Manifesto […]