unforged/folio · guides
Guides to keeping records
How long to keep what, and what to do when someone asks to see it. Each guide cites the law it relies on and leaves the final call to you, because the right period depends on the work you do.
How long should a law firm keep client files?
How long a law firm should keep closed client files, the limitation periods to work back from, and how folio will hold each file to your policy.
Read the guideHow long to keep accounting records in the UK
How long UK companies, sole traders and their accountants must keep accounting and tax records, with the law behind each period, and how folio will help.
Read the guideHow long to keep HR records
The HR records UK law sets a minimum period for, how to decide the rest under UK GDPR, and how folio will keep each person’s records in their own folder.
Read the guideHow long should a landlord keep tenancy records?
How long landlords and letting agents in England should keep tenancy agreements, deposit papers and certificates, and how folio will help.
Read the guideWhat is a legal hold, and how do you run one?
What a legal hold is, when you’ll need one, how to run one step by step and how to lift it, and how folio will hold records until two people release them.
Read the guideAnswering an audit request
How to answer a request from an auditor, HMRC, a regulator or a member of the public, the deadlines the law sets, and how folio will help.
Read the guide
Glossary
13 words you’ll meet, from custodian to retention schedule, each in a line or two.
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