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News – 07.12.23
Charity Commission update - investment guidance for trustees
In August 2023, the Charity Commission released their updated investment guidance for trustees. In this article we look at what’s changed and the key points charity trustees need to be aware of. … Read more
Insight – 15.12.23
Safeguarding your client's money
When you're holding money on account of your costs, a deposit or handling administration on an administration of an estate, this money needs safeguarding. … Read more
Upcoming event – 23.01.24
Inside a Deal - Sue Stoneman
In the third of our ‘Inside a Deal’ series, Meera Shah, Head of M&A, will be joined by Sue Stoneman, founder, former CEO and now Chair of NKD. … 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!
