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.
“Donna has a high level of knowledge and ability to adapt to different client situations. She has a good level of empathy while remaining professional. She always puts the client first.” – Chambers and Partners, High Net Worth, 2024
My specialisms
- Court of Protection
- Personal injury trusts
- Wills, tax and estate planning
My insights
Autumn Budget 2024: We were warned that tax hikes were inevitable
As expected, Chancellor Rachel Reeves has announced a number of tax increases and other fiscal changes, some of which...
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Inheritance tax rises?
Rumours about the forthcoming Budget abound - what will the Chancellor do? The truth is, no one knows until 30 October. However, the...
Forward planning now - Dementia can affect anyone
I have been really touched reading the story of The FTD Brothers who sadly lost their mother, grandmother and aunt to dementia and then...
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Inheritance and capital gains tax changes likely - Should compensation awards be treated differently?
As we are all probably well aware, the country has a financial black hole - some £22 billion - which, sadly, is unlikely to be found down...
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