What to keep, and for how long
File the final records somewhere safe.
HMRC can raise questions years later, and a beneficiary can ask to see the accounts.
- How long it takes
- An hour
- Typical cost
- Free
- What you need before you start
- Estate accounts
- Grant of probate
- Receipts
Keep the grant of probate, the estate accounts, the inheritance tax paperwork and beneficiary receipts for at least 12 years.
Keep a death certificate permanently — families need them again for pensions and family history.
Then stop. You have done it. It is reasonable to feel flat rather than relieved at this point, and that is normal.
General information, not legal advice. Last reviewed 19 August 2026 by Simon D Campbell. Applies to England and Wales.