majority age. Where a charging order has been obtained whether by or against our To enable us to client 16 years; effectively respond Insolvency to any queries or disqualification issues arsing out of files in which the disqualification. any disqualification remains outstanding in which case the file shall be retained until such time as the disqualification has been The nature of these concluded; types of files is that Files relating to they may be called wills, trusts, upon more than 7 probate years after the file succession and has been closed. estate planning shall be retained until such time as a Partner of the firm determines that their It is in our legitimate retention is no interests to keep longer these types of files necessary for at least the Files relating to duration of the new property lease plus 2 years in leases where case we are called the length of upon to answer the lease queries in relation exceeds 7 to the lease or deal
majority age. Where a charging order has been obtained whether by or against our client 16 years; Insolvency disqualification files in which any disqualification remains outstanding in which case the file shall be retained until such time as the disqualification has been concluded; Files relating to wills, trusts, probate succession and estate planning shall be retained until such time as a Partner of the firm determines that their retention is no longer necessary Files relating to new property leases where the length of the lease exceeds 7 To enable us to effectively respond to any queries or issues arsing out of the disqualification. The nature of these types of files is that they may be called upon more than 7 years after the file has been closed. It is in our legitimate interests to keep these types of files for at least the duration of the lease plus 2 years in case we are called upon to answer queries in relation to the lease or deal
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