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News – 18.11.24
International Men's Day - breaking the silence around men's mental health
International Men's Day - breaking the silence around men's mental health … Read more
Insight – 20.11.24
A change in US Presidency: How might it affect your finances?
In this article, we explore the potential economic and financial impacts of Donald Trump's return to power. … Read more
Upcoming event – 10.12.24
Funding innovation in the technology sector: Are the government doing enough?
Join us for an exclusive roundtable breakfast to explore the question of whether the government are doing enough to support innovation in the technology sector. … 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!
