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Estate accounts
ameliarate
Posts: 7,389 Forumite
Hi does anyone know how long an executor should keep estate accounts? I have googled but found various answers so am unsure.
Thanks,
We don't stop playing because we grow old; We grow old because we stop playing.
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HMRC say they may require to see them for up to 20 years, along with some other information. I am not sure if anyone else requires you to keep them longer. I wonder how many non professional executors keep them that long in practice.ameliarate said:Hi does anyone know how long an executor should keep estate accounts? I have googled but found various answers so am unsure.Thanks,
https://www.gov.uk/valuing-estate-of-someone-who-died/records
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I have estate information and docs going back 2 generations just in case.
Never know when you might need a certificate, will or grant if another inheritance comes out of the blue from a distant relative.
10 years ago, we had an issue that had been unresolved from a grandfathers death many years previously, going back through the paperwork resolved it.
They take up very little room even even with a few peoples docs.
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And always of interest to a genealogist!!!getmore4less said:I have estate information and docs going back 2 generations just in case.
Never know when you might need a certificate, will or grant if another inheritance comes out of the blue from a distant relative.
10 years ago, we had an issue that had been unresolved from a grandfathers death many years previously, going back through the paperwork resolved it.
They take up very little room even even with a few peoples docs.0
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