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Data retention policy


We will expect to retain your personal data in accordance with our retention policies. A subset of this policy is below to support our privacy notices.

We may be obliged to suspend any planned destruction or deletion under our retention policy where legal or regulatory proceedings require it or where proceedings are underway, such as require the data to be retained until those proceedings have finished.

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Personal data as it relates to legal work we have undertaken for you

Expected retention period of 10 years after matter is closed unless specified for a particular work type below:

  • Family work: Expected retention for 18 years.
  • Trust work: Expected retention for five years after the last disbursement if duration known. If duration is not known, expected to be retained indefinitely as instructed by the client.
  • Pensions advice: Expected retention for 16 years.
  • Wills, probate & deeds: Expected to be retained indefinitely as instructed by the client.
  • For clients or persons who benefit from legal services who are minors: Expected retention period for seven years after the minor reaches 18.
  • For clients or persons benefit from legal services who are under a disability: Expected retention for 16 years.

Personal data of our clients and potential clients required to fulfil regulatory requirements to check our ability to act for a client

Expected retention period of 16 years after last matter closed is closed for a client. As a firm regulated by the Solicitors Regulation Authority, we are obliged to identify any conflicts (either between ourselves and current clients or between our clients).

Personal data of our clients and others required to fulfil legal and regulatory obligations in respect of detecting fraud or money laundering

Expected retention period of five years after the last matter is closed for that client. Records falling within regulation 40(2) of the Money Laundering, Terrorist Financing and Transfer of Funds (Information on the Payer) Regulations 2017, will be retained only for the period permitted by regulation 40.