Partner-led advice · Personal guidanceClear explanations at every stepBased in Rochdale · England & Wales
A little planning. A clearer future.
Important decisions. A straightforward conversation.
A will is about more than the things you own. It is about the people you want to provide for, the responsibilities you leave behind and making your intentions understood.
We start by listening. Your chosen partner takes your instructions personally and explains the choices in plain English. Your will is then professionally drafted, ready for you to review.
These starting prices cover straightforward instructions. Trusts, complex family arrangements, business succession and separate tax advice are quoted individually. We confirm the scope and total fee in writing before work begins.
The Office of the Public Guardian registration fee is £92 per LPA, separate from our fee. Reductions or exemptions may apply. Registration usually takes 8 to 10 weeks if the application contains no mistakes. Check the current OPG fee and timescale.
Optional secure document storage: £30 a year including VAT for a single person or couple, paid annually by Direct Debit. See what is included.
The process
Clear from the first conversation.
01
Talk it through
Tell us about your family, your circumstances and what you would like to happen. We explain the scope and fees before work begins.
02
Put it in writing
Your chosen partner records your instructions. Your will is professionally drafted and you have the opportunity to review it.
03
Make it complete
We explain the next steps for signing and witnessing, and discuss how your documents should be kept and reviewed.
CCM Estate Planning
A personal service
Experienced advice. A personal service.
Rob Newman, Andrew Barker and Fiona Heyes bring their accountancy and tax experience to will writing, helping you consider your family wishes alongside the financial questions.
Our accountancy and tax experience helps us recognise when your wishes need to be considered alongside the way your assets are owned.
01 / INHERITANCE TAX
Look beyond the document.
Your home, savings, investments and existing gifts may raise tax questions. We can identify where a separate inheritance tax review would be useful and agree its scope and fee with you.
02 / BUSINESS OWNERSHIP
Think about what comes next.
If you own a business, your will needs to be considered alongside company documents and arrangements with other owners. We can discuss succession and where further advice is needed.
03 / YOUR FAMILY
Make the practical choices.
Blended families, dependants and assets held with someone else deserve careful discussion. We start with your circumstances, rather than assuming one approach suits everyone.
Speak with Rob, Andrew or Fiona. Meet at Chichester House or on Zoom. Please mention wills or powers of attorney and your preferred meeting format when booking.
Managing Partner
Rob Newman
Rob combines his accountancy and tax background with a practical approach to family and estate planning. He is a full member of the Society of Will Writers, serves on its Professional Standards Board and is a STEP Affiliate.
Andrew is a founding partner of CCM. His work includes advising business owners on succession and exit planning, alongside personal will-writing instructions.
No. It helps to think about your family, the people you trust and what you own, but the conversation is there to help you work through the decisions.
Can you help if I already have a will?
Yes. Tell us what has changed and bring a copy of your current will. We can discuss whether new instructions are needed.
Can I review my will before signing?
Yes. You can review the draft and raise questions before it is finalised.
What will it cost?
Single wills from £149, mirror wills from £249, and LPAs from £120 each, including VAT. OPG registration is £92 per LPA separately. We confirm the scope and total fee before work begins.
How should my will be stored?
Our optional £30 annual package includes a single person or couple’s wills, registered LPAs and associated estate-planning documents. Payment is by annual Direct Debit, with standard retrieval and return included. Read about secure storage.
Do I need a solicitor to make a will?
No. Properly trained, insured and appropriately supervised will writers can prepare wills. What matters is that your wishes are understood, the document is correctly drafted, and it is signed and witnessed properly. CCM’s partners take your instructions and guide you through the process, supported by specialist drafting. Where a matter needs other specialist advice, we explain that and agree the next steps with you.
A sensible place to start
Let’s put your wishes into words.
You do not need all the answers before getting in touch.
Rooted in what matters
CCM Estate Planning
Managing Partner
Partner
Partner