Ranked in 1 Practice Areas
2

Band 2

Private Wealth Law

Birmingham and surrounds

9 Years Ranked

About

Provided by Donna Holmes

High Net Worth

Practice Areas

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).

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.

Professional Memberships

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.

Chambers Review

Provided by Chambers

Chambers High Net Worth

Private Wealth Law - Birmingham and surrounds

2
Band 2
Individual Editorial

Donna Holmes is head of the personal planning team at Anthony Collins and specialises in wills, estate planning, probate and trusts. She is highlighted for her experience in Court of Protection issues and personal injury trust matters.

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Band

Birmingham and surrounds

Private Wealth Law

2
Donna Holmes
2
Band 2