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How long do you need to keep paperwork and bank statements in your filing system? In this episode Lesley and Ingrid discuss the different categories of paperwork and for how long we should keep them.
One of the most asked questions we get asked is how long do you need to keep paperwork and bank statements? People are reluctant to shred or recycle documents because they think they might need it someday. There is no right or wrong way as long as it's all organised and you can find it when you need it.
In this episode we discuss:
- 1Every person is different and it depends on your own comfort zone and situation how long you want to keep paperwork
- 2Important documents; passports, birth certificates, wills and marriage certificates
- 3Bank and credit card statements can be received paperless
- 4Utility paperwork and council tax paperwork
- 5Mortgage paperwork and rental agreements
- 6Insurances; home, travel, pet and car
- 7Car; MOT, buying/leasing, maintenance, service and change of owner
- 8Children's finances; bank accounts, bonds
- 9School documentations; reports and certificates
- 10Medical paperwork; appointment letters, results and scans
- 11Investment, shares and pension paperwork
- 12HMRC, payslips, P45 and P60 paperwork
- 13Professional development, degree and courses
- 14Employment information; appraisals, letters and contracts
If you'd like to step up your decluttering and would like more input from Ingrid and I, come and take a look at our membership options, our step-by-step courses and our Room-By-Room bootcamp. If you would like to know more, why not book a 15-minute free Discovery Call with Ingrid or Lesley to discuss more about how you can learn with us. If you have any questions, do let us know!
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