1. Áine

    Áine Registered User

    I've almost got to the end of sorting things out with dad's money (I hope), and starting to wonder what of the paperwork I still need to keep and for how long. Obviously I'll keep things like the official certificates from probate etc. But what about things like his old bank statements, council tax bills from his house (now sold) and utility bills, nursing home invoices, the records of finances I made when I had power of attorney.

    Does anyone have any idea what's still necessary, or relevant?
     
  2. Grannie G

    Grannie G Volunteer Moderator

    Apr 3, 2006
    69,337
    Kent
    Hi Áine.

    I don`t know if the 7 year ruling still applies, but there was so much paper work, I just kept the final statement of each transaction/payment/withdrawal.

    Hope this helps.

    Love xx
     
  3. blue sea

    blue sea Registered User

    Aug 24, 2005
    270
    England
    I wouldn't worry about it too much. I did the same, just kept last print out of everything. I thought I might have a yearly clear out as have still got many personal possessions I find it difficult to deal with. I think it does get easier with time as initially every bit of paper (even the bills!) are a contact with the past aren't they?
    Blue sea
     
  4. Lila13

    Lila13 Registered User

    Feb 24, 2006
    1,342
    My brother has ours, I expect he'll keep them for 6 years, as our mother taught us to.
     
  5. Áine

    Áine Registered User

    Thanks for this blue sea ....... it's very true. I think it's going to have to be a slow, gradual process to get rid of things - even the bills. Good idea to keep the final ones though.
     

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