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News – 13.03.25
Electronic Sales Suppression (ESS) Campaign
HMRC is ramping up action on ESS tool users. Stay updated on key developments, impacts, and necessary next steps for you or your clients. … Read more
Insight – 10.03.25
Essential COFA tips for stronger financial compliance
All SRA law firms need a COFA, but smaller firms may find the role challenging. Here are key insights to help navigate it. … Read more
Upcoming event – 22.05.25
Charity SORP update webinar
Book to attend our Charity SORP update webinar today … Read more
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This is clearly an important issue because, regardless of whether they're in paper, electronic or some other form, the longer they have to be kept, the more expensive it is for the organisation.
The actual period that records are kept will depend on several factors including:
Each type of document needs to be assessed separately. In the case of many types of documents, it will be sufficient to keep them only for the period required by statute; others will be essential reference material in future years, and the organisation might, therefore, decide to keep them longer than the period required by law.
Our handing Retention of Accounting and Other Corporate Records PDF outlines the suggested retention period for the documents most commonly held by charities and gives a brief explanation of the retention period given.
Download your copy today!
