Following the conclusion of a transaction or case on behalf of a client, Holden & Co will retain the client's file of papers for such a period as they shall deem appropriate in their absolute discretion.
This normally means that probate and purchase of property files will be retained for 12 years and all other files for 6 years.
A client who requires such papers (including pre-registration deeds and documents where the title to property has been registered at The Land Registry) to be kept for any specific period shall give notice in writing to the firm to that effect and, in the event of such notice being given, Holden & Co reserve the right to require the client to take personal custody of the papers.
Please note that where we act for more than one person, all must consent to the release of the papers to a given individual.
This applies particularly where we act for a buyer and their lender(s). Holden & Co provide a safe custody service to clients in respect of wills, deeds and other securities. No charge will be made to the client for such storage unless prior notice is given to the client in writing, of a charge to be made from a future date to be specified in that notice.
Where stored papers, wills, deeds or securities are retrieved from storage by Holden & Co, in connection with continuing or new instructions to the firm to act in connection with the client's affairs, normally a £60 charge will be made for such retrieval.
However, Holden & Co reserve the right to make an administration charge based on the time spent in retrieval and any perusal, correspondence or other work necessary to comply with the instructions given by or on behalf of a client or former client for whom papers, wills, deeds or securities are stored.
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