Retention Policy
Nash & Co Solicitors’ guidelines for how long we keep your data.
After your file has been closed, we will retain it for the relevant period set out below after which we will delete, destroy or encrypt it. If you wish to retain copies of any documents or data beyond that time you must contact us before it expires. Please contact us for a hard copy of this Retention Policy.
In addition, we will store personal data including name, date of birth, job title, organisation, and email address in our firm’s practice management system for a minimum of six years for client conflict checking purposes after which it will be deleted/encrypted.
This should be viewed alongside our Terms of Business.
| Category | Minimum Retention Period |
|---|---|
| Client lacks capacity or is a minor | 25 years |
| Conveyancing (Sale) | 16 years |
| Conveyancing (Sale) Abortive | 7 years |
| Conveyancing (Purchase) | 16 years |
| Conveyancing (Purchase) Abortive | 7 years |
| Remortgage | 16 years |
| Remortgage Abortive | 7 years |
| Wills / Codicils / LPAs | 90 years or 7 years after death of testator, whichever is the sooner |
| Trusts | 125 years from the establishment of the Trust plus 7 years or 7 years after the ending of the Trust, whichever is the sooner |
| Probate | 7 years after the completion of the Administration of the Estate (if Nash dealt with the Administration) unless we create a Trust (see above for retention period) |
| Employment | 7 years |
| Matrimonial (no children) | 7 years |
| Other Matrimonial | 7 years |
| Childcare | At the point the youngest child reaches 25 years of age |
| Personal Injury | 7 years (longer if children involved) |
| Medical Negligence | 7 years (longer if children involved) |
| All other matters | 7 years |