How long can I retain a private client file for?
I work as practice manager at a firm that deals predominantly with private client work. We are reviewing our file retention policy. Is there any information on retaining client files and papers?
Yes. You may wish to refer to our practice notes on file retention: wills and probate and file retention: trusts.
The Law Society’s Wills and Equity Committee has set out information to help practitioners identify issues that should be considered before relevant files are ‘weeded’ or ‘destroyed’.
For more information, see our practice notes on file retention and file closure management or contact the Practice Advice Service.
While every effort has been made to ensure the accuracy of the information in this article, it does not constitute legal advice and cannot be relied upon as such. The Law Society does not accept any responsibility for liabilities arising as a result of reliance upon the information given.
Have you got a practice question?
Call the Practice Advice Service on 020 7320 5675 or email email@example.com.
The Practice Advice Service is staffed Monday to Friday from 9am to 5pm.