After completing the work, we are entitled to keep all the papers and documents while there is money owing to us for our charges and expenses. We will keep our file of papers (except for any of your papers which you ask to be returned to you) for a minimum period of 7 years but will thereafter destroy files in accordance with Solicitors Regulation Authority guidelines.
Will Files, Lasting Power of Attorney Files and Probate Files will be retained by us for a period of 100 years but will thereafter be destroyed. Files relating to drafting a Legal Charge will be retained by us for a period of 12 years but will thereafter be destroyed.
We will not destroy documents you ask us to deposit in safe custody e.g. Deeds or Wills.
If we retrieve papers or documents from storage in relation to continuing or new instructions to act in connection with your affairs, we will not normally charge for such retrieval. However, we may make a charge based on time spent producing stored papers or documents to you or another at your request. We may also charge for our time in dealing with correspondence or other work necessary to comply with the instructions given by you or on your behalf.
If you wish to retrieve your file at any time prior to its destruction, a fee of £40.00 + VAT is charged for the checking and delivery of the file (reviewable from time to time in line with changes in the retail price index).