Important Paperwork

emay

Firstly, sorry if this is the wrong place, couldn't find a general money board!!!!!!

I've been going through my filing, and have a ton more than I thought, so how long do you need to keep things for?

(eg I have ALL my mortgage paperwork, from EVERY lender!)

Have found this list,
http://www.goodhousekeeping.com/home/cleaning-organizing/important-papers-to-keep
but its from an American site, are the basics the same for us here? (Better still does anyone have a similar list I can print out so I always have it handy?)

thanks

macman

For tax purposes, you need to go back 6 years only.

tony6403

I work to the six year rule of thumb for paper copies but scan any older papers which I think might just come in handy at some time in the future.

stebiz

tony6403 wrote: »

I work to the six year rule of thumb for paper copies but scan any older papers which I think might just come in handy at some time in the future.

I do similar but our house is a paperfree environment - all is scanned.

Be_Happy

I would certainly agree with the scanning.


I used to hoard paperwork and had a very lucky experience with this. Several years ago I claimed compensation for a mis-sold pension switch. The form I received asked for salary, tax, etc info going back well over 10 years and through changes of employer, one of which no longer existed.


I think the hope was that I would give up and go away. However I could supply all the info and got a good compensation award very quickly afterwards.