Retention Policy

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.

CategoryMinimum Retention Period
Client lacks capacity or is a minor25 years
Conveyancing (Sale)16 years
Conveyancing (Purchase)16 years
Remortgage16 years
Wills / Codicils6 years after death of testator
Matrimonial (no children)6 years
Other Matrimonial 7 years
ChildcareAt the point the youngest child reaches 25 years of age
All other matters6 years