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Bank Statements

(29 Posts)
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Cabbie21 Wed 31-Mar-21 09:09:15

I keep statements for 6 years, though crucial financial documents I keep for ever.

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Oopsadaisy1 Wed 31-Mar-21 08:11:30

HMRC say you should keep your Tax paperwork for 22 months, but I don’t trust them, as we have self employed paperwork as well and have to keep those for 5 years, I keep it all for 5 years.
Anything major I just keep, old final mortgage paperwork is still in a file, guarantees, Insurance paperwork, sales of buy to let’s, I figure if I’ve kept it and HMRC pop up and tell me I owe them money at least I can try to fight back.
Mind you it does take up quite a few shelves in the cupboard.

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tanith Wed 31-Mar-21 08:02:38

I don’t get bank statements as I went paperless a long while ago. My pension paperwork and tax code letters I keep for 5 yrs then shred. Any other paperwork apart from guarantees I shred after 1 or 2 yrs.

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Georgesgran Wed 31-Mar-21 07:58:26

As some will know, my DH died earlier this month. Although I was ‘in charge’ of our finances, I’ve found he’s kept all his pension advice slips and bank statements since he retired - some 15 years ago.

I don’t do internet banking, so would like to know how long GN’s keep their financial papers. I believe HRMC can trace back 6 years.

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