Thank you v much for that Claire!
Just need to clarify though - if we have had a client for 10 years, are we able to dump the first 3 years worth of paperwork or do we have to keep everything we've ever done with the client until there has been a complete 7 year gap in working with them?
We will often, for example, help a client to complete a DLA form, then 3 years later they will come back for help with the renewal. Say they saw us for such one-off pieces of work in 2001, 2005 and 2009, are we now able to dump any paperwork from the work done in 2001.
Hope that makes sense. Many thanks.
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