Following the conclusion of a transaction or case on behalf of a client, Holden and Co LLP will retain the client’s file of papers for such a period as they shall deem appropriate in their absolute discretion, after which time the file is destroyed. This means that files will be retained for 6 years, but not necessarily thereafter.


Holden and Co LLP provide a safe custody service to clients in respect of wills, deeds and other securities and no charge will be made to the client for such storage unless prior notice in writing is given to the client of a charge to be made from a future date to be specified in that notice. Please note that Holden & Co LLP accept no liability for any loss or damage, howsoever caused, in the event that such documents are inadvertently destroyed or mislaid. Clients are always best advised to retain their own documents.


Where stored papers, wills, deeds or securities are retrieved from storage by Holden and Co LLP, the firm in connection with continuing or new instructions to the firm to act in connection with the client’s affairs, there is currently a charge of £50.00 plus VAT for such retrieval. Holden and Co LLP 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.