Donna Taylor
Private Client Partner

My Qualification and Expertise

Donna qualified in a sole practitioner’s office in Benfleet in Essex after having spent time at the Legal Aid Board as a Debt Recovery Officer and in a central London law firm as a Paralegal. Donna’s career has seen her working in firms all over England to include Essex, Kent, London and Merseyside.

Donna has worked in both Private Practice including heading up numerous departments, running her own practice and being a Partner in a multi-county firm heading up and expanding the Private Client department. Donna has also worked as Head of Legal for a Will Writing and Trust Administration firm.

Expertise

Donna has dealt with all aspects of Wills and Estate Administration both simple and complex to include Estates including family businesses, large estates with foreign property and with beneficiaries all over the world.  Donna likes to provide practical and pragmatic solutions for her clients. Donna’s particular interest is Inheritance Tax. Donna likes to advise the family as a whole and to look at future planning.

Donna has also dealt with many aspects of Mental Capacity Law to include Lasting Powers of Attorneys, Deputyships (to include obtaining Health & Welfare) and Statutory Wills.   She has several personal appointments as an Attorney and Deputy over the last few years. Donna also acts as a Trustee in a number of Will Trusts and other Trusts as required by her clients.

Donna uses her network of many contacts such as Estate Agents, Financial Advisors, Accountants and other lawyers to name a few to provide a fully comprehensive personal service.   Donna has clients all over the country and most of her clients are referred to her via her network.

Donna is the Law Society Council Member for Suffolk.