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Meet our team / Donna Holmes

Donna Holmes

Partner

Partner in the personal planning team

Head of the private client team, Donna has over 17 years of experience advising individuals on future planning and managing the financial affairs of vulnerable individuals.

Donna is an experienced advisor to families wishing to safeguard and protect loved ones who lack capacity and may be entitled to means tested benefits. Her expertise includes acting as a financial deputy for over 150 clients, advising on a range of Court of Protection matters, the preparation of wills, Lasting Powers of Attorney, and the creation and management of a range of trusts (including personal injury trusts).

Donna is a member of the Society of Trust and Estate Practitioners (STEP), an Office of the Public Guardian Panel Deputy and a Guardian of Missing Persons. She additionally offers insight to charities regarding legacies, gifting, legacy fundraising, estate administration, supporting vulnerable clients and the effective and practical implementation of the Mental Capacity Act 2005.

My specialisms

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

My latest insights

Tough choices ahead Tough choices ahead

It's my immense privilege to look after the financial affairs of some of society's most vulnerable people, who through injury,...

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The personal cost of caring The personal cost of caring

Earlier in Carers Week 2022, I commented on the economic benefit and value of unpaid carers - the equivalent input of their care to the...

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Professional grief Professional grief

National Grief Awareness week is from 2-8 December 2021 and is an opportunity to recognise the impact of grief in all its forms and the...

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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,...

Donna Holmes appointed to the Panel of Guardians for Missing Persons Affairs
Donna Holmes appointed to the Panel of Guardians for Missing Persons Affairs

We are delighted to confirm that partner, Donna Holmes, has...

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