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How long to keep deceased's paperwork from before they died

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Hello, 

Just tidying up paperwork for an estate that I have just finished, which had a LOT (40 years worth) of paperwork. At the time I kept most of it because it helped track down any banks, stock, etc. I have got rid of most of it till about 2017 ish but thinking I properly can rid of most of it apart from 2 years before he died. 

The paperwork I am talking about is nothing to do with the administration (20 year rules on that) and only about the paperwork that the deceased filed at the time/or created, bank statements, banks, bonds, stocks, etc.

What are the rules on this?  

Comments

  • Hoenir
    Hoenir Posts: 7,742 Forumite
    1,000 Posts First Anniversary Name Dropper
    Keep whatever is relevant to your duties as executor of the deceased's estate. Should any queries arise. 
  • Newly_retired
    Newly_retired Posts: 3,191 Forumite
    Part of the Furniture 1,000 Posts Name Dropper
    Apart from family, beneficiaries, potential creditors, DWP and HMRC, is anybody else ever going to ask to see old paperwork? And if all those have been properly dealt with?
  • Ste2341545
    Ste2341545 Posts: 12 Forumite
    First Anniversary First Post
    Hoenir said:
    Keep whatever is relevant to your duties as executor of the deceased's estate. Should any queries arise. 
    Thank you. I have got rid a little bit more. 
    Apart from family, beneficiaries, potential creditors, DWP and HMRC, is anybody else ever going to ask to see old paperwork? And if all those have been properly dealt with?
    To be honest, the chance of them asking for any of this information it very unlikely. I am got rid of some more to around 2020. Thank you
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