How Long Do Solicitors Actually Need To Keep Client Files

Six years or forever — how long must those closed files really hang around?

UK solicitors must retain client files for periods ranging from six years to indefinitely, depending on the type of matter. Most firms hold those files in expensive office space because they have not yet found a better answer. This article is that better answer.

The retention periods come from a mix of the Limitation Act 1980, SRA guidance, Law Society recommendations, and the professional liability tail that runs well beyond statutory deadlines. Getting them right matters. Getting the storage wrong costs money, creates confidentiality risk, and can leave a firm exposed at exactly the moment it can least afford it.

What follows is a practical reference for compliance officers, practice managers, and partners at SME law firms weighing up what to keep, for how long, and where to keep it. We cover the retention rules, the regulatory framework for off-site storage, the GDPR question, and the operational reality of making it work.

This article covers the position in England and Wales. Solicitors practising in Scotland or Northern Ireland should refer to their respective regulatory bodies, the Law Society of Scotland, and their own compliance officer, as different rules and limitation periods apply.

1. The Actual Retention Periods, By Matter Type

UK solicitors must retain client files for between six years and indefinitely, depending on the type of matter. The figures below reflect current Law Society guidance and the professional liability windows that sit behind them. Your firm’s compliance officer should confirm the current position against Law Society and SRA publications before amending your own retention policy.

Wills and Probate: Indefinitely

For wills and probate files, indefinitely is the only safe practice. There is no defined statutory endpoint. The Limitation Act 1980 provides the foundation but does not close the window on estate liability; beneficiaries can emerge, errors can surface, and disputes can arise decades after a grant of probate. A will that appears closed may be called on again when a family member dies, when a property is sold, or when a beneficiary challenges the original distribution.

In practice, wills should be retained as original documents for the life of the client and beyond. Even closed probate files should remain accessible. The professional exposure attached to a missing will or an incomplete probate file is sufficient to justify permanent retention.

Conveyancing: 15 Years Recommended, 12 Years Minimum

The Law Society’s guidance points to 15 years as the recommended retention period for conveyancing files, with 12 years as the defensible minimum. The distinction matters.

The Limitation Act 1980 provides a 12-year limitation period for actions on deeds, and conveyancing transactions are generally executed as deeds. But post-completion liability does not always arise promptly. A defective title may not surface until a property is sold again, a decade or more later. Latent defects in a conveyancing transaction can produce claims long after the original files might otherwise have been destroyed. Fifteen years reflects the professional consensus on where the safe boundary lies, not where the legal minimum sits.

Litigation: 6 Years From Conclusion, With Extensions

The basic position for litigation files is six years from the date the matter concluded. The Limitation Act 1980 sets the general limitation period for contractual claims at six years, and that is the minimum reference point.

However, “conclusion” is the operative date, not the date the matter opened, and that distinction matters more than it sounds. A piece of litigation that runs for three years does not have a six-year retention period measured from the file-opening date; it has a six-year period from the final order, settlement, or dismissal.

Extensions apply for personal injury matters. Claims by or for minors run until the claimant reaches 18, after which the standard limitation periods begin. Firms with a personal injury caseload should maintain extended retention schedules accordingly and should take specific advice on each category of claim.

Family Law: 6 Years, Longer Where Children Are Involved

Standard family-matter retention follows the six-year baseline, but the position where children are involved is different. For matters involving child welfare, contact arrangements, or protective orders, the retention period should extend at minimum until the child reaches adulthood, and in some cases beyond.

The asymmetry here is deliberate. The obligation runs not just to the adult client but to the potential for the matter to be revisited in circumstances that could arise years later, including family court proceedings, welfare inquiries, or adoption proceedings in which historical records may be material.

Commercial Matters: 6 Years From Termination, Rolling For Ongoing Clients

Commercial files are generally retained for six years from the termination of the retainer, not from the end of the client relationship. For a firm with long-standing commercial clients, that distinction creates a rolling retention pattern that can accumulate significantly over time.

The termination of a matter and the end of a client relationship are not the same event. A firm that has acted for a commercial client across dozens of matters over ten years will have files terminating at different points, each with their own six-year clock running. Managing that schedule requires discipline in the matter-management system.

These periods accumulate. A 20-fee-earner firm generating a normal spread of matter types will, over ten to fifteen years of practice, create a retained-file footprint that office archive space cannot comfortably absorb without cost.

2. Why Office Space Is The Wrong Home For Retained Files

Archive rooms in solicitor offices typically cost £40 to £60 per square foot per year in occupancy terms. The files inside them rarely justify that spend. Those estimates are indicative of UK commercial property rates in town-centre locations; your firm’s actual occupancy cost will vary, and your finance director can produce the exact figure. The principle is the same regardless.

The Occupancy Cost Gap

A small to medium law firm occupying central or near-central office space in a market town or regional centre pays office-grade rents for every square foot it holds. A dedicated archive room of 300 square feet at £50 per square foot per year costs £15,000 annually. That same square footage in a purpose-built self storage unit typically costs a fraction of that.

Self storage is priced for storage, not for office use. It is not a like-for-like comparison in terms of specification; but for files that are retrieved four to six times a month and otherwise sit quietly, you are not using £50-per-square-foot space. You are paying for it.

For archive purposes, the cost differential is material. For most SME firms, the savings over five years of retained file storage will significantly outweigh the administrative effort of making the move. The pricing page at wigwamstorage.co.uk/how-much-is-self-storage-in-the-uk gives current rates; no prices appear in this article because they vary by location and unit size.

Fire and Damage Risk in Improvised Archive Spaces

Offices store retained files wherever there is space: basements, attics, back rooms, under-stair cupboards. Most of these spaces are not fire-rated. Many lack adequate fire detection. Few are purpose-secured.

The professional indemnity implications of a fire that destroys a client archive are significant. A missing probate file, a destroyed set of conveyancing documents, a burned litigation bundle, each of those is a potential PI claim at a moment when the evidence to defend it has also been destroyed.

Purpose-built self storage facilities are designed to house goods securely. Fire detection is standard. The building is purpose-specified. Moving retained files to a unit where the fire risk is properly managed is not a downgrade from office storage; for most firms, it is a meaningful upgrade in the security of the archive.

Confidentiality in Multi-Tenant Office Buildings

Multi-tenant office buildings carry confidentiality risks that are easy to overlook until something goes wrong. Cleaning contractors arrive in the evening. Maintenance staff have access to corridors and common areas. Hot-desk visitors pass through. An unlocked archive room in a shared building is not a secure storage environment under any reasonable professional standard.

A Wigwam unit, individually alarmed and accessible only to your authorised staff, eliminates those vulnerabilities. Only the people you authorise can open the unit. No contractor, no other tenant, no building staff. That is a stronger confidentiality profile than most shared office buildings can offer, not because Wigwam has invented anything extraordinary, but because the architecture is designed for the purpose.

3. SRA Compliance and Off-Site Storage: What the Code Actually Says

The SRA Code does not prohibit off-site file storage. It requires reasonable security. The question is not whether you can move files off-site; the question is whether the facility you choose meets the standard.

What “Reasonable Security” Actually Means

The SRA Code of Conduct imposes obligations around confidentiality and the proper handling of client information. It does not prescribe specific equipment or specify that files must remain on the firm’s own premises. The test is whether the security arrangement is reasonable.

“Reasonable” in this context means appropriate to the sensitivity of the material and the firm’s professional obligations. For solicitor files, that means restricted access, protection from loss or damage, and the ability to retrieve files when needed. A purpose-built self storage unit with individual alarms, CCTV, and access logging can meet that standard. Your firm’s compliance officer should make that assessment for your specific circumstances.

Do not over-claim SRA approval. Wigwam does not carry any SRA endorsement or certification, and no self storage operator can truthfully claim to be “SRA-approved”. What Wigwam provides is a set of operational features, individually alarmed units, CCTV throughout, access logging, that a compliance officer can assess against the reasonable-security standard.

Confidentiality Obligations in an Off-Site Context

The SRA’s confidentiality obligations run to the protection of client information regardless of where that information is held. Moving files off-site does not reduce the obligation; it changes the operational context in which it must be met.

The practical answer is documentation. A firm that moves files off-site should document the arrangement: the location, the access controls, the retrieval procedure, and the authorised personnel. That documentation serves two purposes. It demonstrates to an SRA inspector that the arrangement was considered, and it provides the operational baseline the firm needs to manage the archive day-to-day.

Individually alarmed units, CCTV throughout the facility, and logged access provide the chain of evidence a documentation policy needs to be credible.

Retrieval Requirements and the Reasonable Promptness Standard

The test that matters is simple: can your firm get the file when it needs it? If the matter is called again, if a complaint is raised, if a dispute arises, can you retrieve the relevant documents within a professional timeframe?

Wigwam locations are accessible from 6am to 10pm, seven days a week. Sites are unmanned. Retrieval requires an authorised member of your firm’s own staff to attend in person; Wigwam does not retrieve files on your behalf. For most SME firms with four to six retrieval requests per month, that is entirely workable. It means establishing a retrieval workflow, designating authorised staff, and maintaining a simple call-ahead procedure. It is not complicated, and the retrieval window is wide enough to accommodate urgent requests.

Chain of Custody and Access Logging

A documented chain of custody matters most precisely when a matter is in dispute, which is when you are least well-placed to reconstruct it from memory. Access logs, outbound documentation when files leave the unit, and inbound records when they return, give your firm a retrievable record of every movement of every file.

That record is not a bureaucratic nicety. If an SRA review asks who accessed a file and when, or if a PI claim turns on whether a document was available at a particular point, the access log is the evidence. Knowing that the chain of custody is documented is a specific form of relief that is very hard to value until the moment you need it.

Ready to talk through how this works for your firm? Our document storage team is happy to go through your retention obligations, your estimated volume, and the Wigwam location that suits your retrieval frequency, and give you an honest answer on fit. Start the conversation at quote.wigwamstorage.co.uk.

4. GDPR and Stored Personal Data: The Landlord Distinction

Wigwam is your landlord, not your data processor. That distinction resolves the GDPR question for most firms.

The Landlord/Processor Distinction Under UK GDPR Article 4

Under UK GDPR Article 4, a “processor” is a party that processes personal data on behalf of a controller. Processing includes collecting, storing, using, transmitting, and many other operations performed on personal data.

Wigwam provides physical space. The files are in a sealed unit. Wigwam’s staff do not open the unit, read the files, handle the documents, or perform any operation on the personal data they contain. Wigwam does not “process” personal data within the meaning of Article 4. It provides a space in which the controller’s files are held.

That is the landlord role. A landlord who lets office space to a law firm does not become a data processor because the firm stores client files on the premises. The analysis is the same when the space is a self storage unit. This distinction is widely misunderstood, and the uncertainty it creates is what stops many firms from moving files off-site. The GDPR question is not an obstacle to off-site storage; it is a question with a clear answer once the Article 4 definitions are applied correctly. Your firm’s Data Protection Officer should confirm this analysis for your specific register and risk profile, and the ICO’s guidance on controller/processor distinctions provides further reference material.

Your Firm Remains the Data Controller

Moving files off-site does not alter who is the data controller. The firm instructed the client, collected the data, determined the purposes of processing, and holds the retention obligation. None of that changes when the physical files are in a Wigwam unit rather than in your archive room.

Controller obligations remain entirely with the firm: the retention schedule, the deletion obligation at the end of the retention period, the response to subject access requests, the records of processing activities. If a data subject makes a subject access request, the firm retrieves the relevant file from the unit, as it would have done from the archive room. The location of the file does not transfer the obligation.

What This Means for the Storage Contract

Wigwam’s standard terms are written on the basis of the landlord relationship. You can review the current agreement at wigwamstorage.co.uk/terms-conditions/. Because Wigwam is not a data processor, no data-processing addendum is required under UK GDPR.

Your DPO should review the agreement before signing and should confirm that the landlord characterisation is consistent with your firm’s own processor register and risk assessment. That is a standard step, not a complication. The agreement’s terms are straightforward, and most DPOs are familiar with the landlord/processor distinction once it is put to them clearly.

5. Making Off-Site Storage Work Operationally

Moving files off-site only works if you can find them again. The minimum viable system is simpler than most firms expect, and the discipline it requires is worth establishing before the first box leaves the office.

Indexing: The Matter-Reference-to-Physical-Location Link

The operational foundation is a digital index that maps every retained matter to its physical location. Matter reference, matter type, date range, box number, shelf position. The index lives in your case management system, backed up by a paper copy kept at the unit and at the office.

The test is finding any file within five minutes of a retrieval call. That is a realistic standard if the index exists and is maintained. It is impossible without one. Firms that have moved files off-site without building the index first consistently describe the experience the same way: the first six months are spent trying to find things rather than accessing them. Build the index before the first move.

Boxes, Shelving, and Labelling

Standard A4 archive boxes work for the vast majority of SME law firms. They stack efficiently, they are inexpensive, and they fit standard shelving. For smaller firms, shelving inside the unit is optional; boxes stacked on a clean floor with clear labelling can be perfectly workable at modest volumes.

Box labelling should include the matter type, the date range of the contents, the authorisation level for access (all authorised staff, or a named practice group), and the review date at which the contents should be assessed for destruction or extended retention. That four-element label is enough to manage a functioning archive.

Storage Conditions for Paper Files

Standard paper files, lever-arch binders, A4 folders, counsel’s notebooks, are durable materials. They survive well in clean, dry, and stable conditions. The key risk to paper over long retention periods is damp, not temperature variation within a normal occupied-building range.

Wigwam units are housed in converted and insulated buildings that maintain clean, dry, and secure conditions. That is the correct framing. Wigwam does not offer or market active climate control, and no temperature or humidity regulation is provided or implied. For standard solicitor files, clean and dry is sufficient. If your practice holds original artworks, photographic archives, or materials with specific conservation requirements, take specialist advice; those materials sit outside the scope of standard self storage.

Retrieval Workflow

A retrieval workflow is four things: a defined retrieval window, an authorised staff list, an outbound record, and an inbound record. Nothing else is needed.

The window is when files move. Many firms operate a weekly retrieval day; others retrieve on demand. Either works. Wigwam’s 6am to 10pm access, seven days, is wide enough to accommodate both patterns. Sites are unmanned, so retrieval means your authorised staff attending the unit in person. The outbound record is a note of what left the unit and when. The inbound record confirms when it came back. That paper trail is the chain of custody documentation your access log supports.

6. What Off-Site Storage Actually Costs a Firm

The cost of off-site storage for a typical SME law firm is materially lower than the office space it replaces. Here is how to size the decision.

Sizing for a Typical SME Firm

A rough working estimate for solicitor file volumes is approximately half a cubic foot of physical space per active matter per year, though that varies significantly by matter type. Conveyancing and probate files tend to be bulkier than commercial correspondence files. Litigation files from contested matters can be substantial.

As an indicative guide, a five-fee-earner practice running 150 to 200 active matters per year and retaining files for ten years might accumulate a footprint in the region of 750 to 1,000 cubic feet over that period. A 15-fee-earner practice, proportionally larger. A 30-fee-earner practice with a conveyancing and litigation mix can reach a retained footprint of several thousand cubic feet within ten years.

These are working estimates for planning purposes, not commitments. Our document storage team can help you build a sizing model for your firm’s specific matter mix and retention schedule. Current unit sizes and pricing are at wigwamstorage.co.uk/how-much-is-self-storage-in-the-uk.

Monthly Cost for Typical Volumes

The brief for this article references indicative monthly costs for different unit sizes; those figures were prepared at a point in time and may not reflect current rates. We have chosen not to reproduce them here because pricing varies by location and current availability. The pricing page carries live figures.

What is consistently true is the structure of the arrangement: there is a refundable deposit, returned after a 14-day notice period once the unit is vacated and the account is settled. Unused days are refunded if you leave before the end of a rental period. VAT invoices are provided as standard, which simplifies accounts. Multi-unit arrangements and long-term stays are both options for larger firms; speak to our document storage team about the right structure for your volume.

Multi-Year Comparison Against Office Archive Space

Over a ten-year period, the comparison between retaining archive space in your office and moving that footprint to self storage typically resolves clearly in favour of off-site storage. The office square footage you reclaim can be put to productive use, whether as additional fee-earner capacity, meeting space, or to reduce your overall occupancy at the next lease event.

The hidden cost reductions compound the picture. A file retrieve from a well-indexed off-site unit is faster and less disruptive than an archive room search, once the index is built. Fewer mid-week archive interruptions to the fee-earner team is a measurable productivity gain. The payback calculation for most SME firms, once the full picture is drawn, shows a return within the first year of the arrangement.

7. Two Firms That Made The Move

Both firms said they should have done it sooner. Here is what they actually found.

A Six-Partner Practice in the Cotswolds

The trigger for one six-partner practice with a mixed conveyancing, probate, and commercial caseload was a lease renewal. The renewal forced a proper cost review for the first time in a decade, and the archive room, by then occupying roughly 400 square feet of prime office floor, appeared in the numbers in a way it never had before.

The decision they made was straightforward: everything older than two years went off-site. Current matters, frequently retrieved files, and anything needed within the next 90 days stayed at the office. Conveyancing archives, completed estates, and closed commercial files moved to a unit at one of our UK market-town locations.

The cost saving on reclaimed office occupancy was approximately £18,000 per year, based on the rate per square foot in their lease. Retrieval reality after the move: four to six requests per month, all within 24 hours of the retrieval call.

What They Got Right, and What They Would Do Differently

They built the index before they moved the first box. That was the right call and, in reflection, the thing they are most glad they did. The indexing exercise took two days of a paralegal’s time and produced a spreadsheet that has run without modification since. Every box is numbered, every matter is indexed, and every retrieval is completed by one person in under 20 minutes.

The one thing they would do differently is move earlier. The lease renewal forced the decision, but the cost saving had been available for the previous three years. The archive room had been full, the cost had been running, and the inertia of the existing arrangement had prevented the question being asked properly.

Twelve-Month Review

After 12 months, the shifts in working practice were more noticeable than the cost saving. The archive room at the office, now repurposed as a second meeting room, no longer acted as a gravitational pull on paralegal time during busy periods. The firm’s recommendation to peer practices in their network is consistent: do the indexing properly, move everything older than two years, and do it before the next lease event rather than at it.

This case study is anonymised. The figures are illustrative of a real experience; exact circumstances varied.

8. Talk to Our Document Storage Team

The first conversation is usually fifteen minutes. We go through your firm’s retention obligations, your estimated volume, the Wigwam location that suits your retrieval frequency, and we give you an honest answer on fit.

What the Consultation Covers

We cross-check your retention obligations against current SRA and Law Society guidance. We work through your volume and growth projection so the unit sizing is right from the start, not something you are revising in 18 months. We identify the location from our UK market-town locations that suits your retrieval frequency and your team’s travel patterns. For firms in the south-west, Wigwam Self Storage Bath is the natural reference point; for firms in the East Midlands, Wigwam Self Storage Lincoln serves well.

We tell you what compliance documentation we provide, and we give you an honest sizing and cost estimate. If we are not the right fit for your firm, we will tell you that.

What Wigwam Provides for Solicitor Clients

Each unit is individually alarmed. Only the staff you authorise can access it; no one else enters. CCTV runs throughout the facility, which means the chain of custody is documented at the building level as well as through your own outbound and inbound records. Access is logged, giving you the retrievable visit record that an SRA review would ask for. The access window is 6am to 10pm, seven days, which is wide enough for urgent retrieval without requiring overnight operations. Sites are unmanned; retrieval is by your team on your schedule.

VAT invoices are provided as standard. Multi-unit arrangements scale with the firm. Long-term pricing is available for stays of five years or more, which is a realistic baseline for a solicitor file archive. The relationship is built for longevity, not for churn.

Contents Protection

Contents cover is mandatory for all Wigwam units. At sign-up, you either take Wigwam’s own policy or you demonstrate your own existing cover. The full replacement value of the files and any equipment in the unit must be declared; under-insurance is settled in proportion to the declared value, which makes accurate declaration important.

For a law firm with irreplaceable original documents, the policy mechanics warrant careful attention. The details of Wigwam’s contents protection are at wigwamstorage.co.uk/contents-protection/. For professional advice on the right level of cover for your firm’s specific archive, speak to your firm’s insurer or broker; we signpost the policy but we do not advise on it.

This is not a glamorous decision. It is a quietly important one. The firms that get it right are the ones that treat the archive as a professional obligation, not a storage problem, and find an operator that understands the difference. We would be glad to help. Start the conversation at quote.wigwamstorage.co.uk.

Frequently Asked Questions

What happens to the files when a matter reaches the end of its retention period?

Destruction is the firm’s responsibility, and it has to be secure and documented, because Wigwam does not destroy files on your behalf. When a matter’s retention period expires, the file should be confidentially destroyed, typically by cross-cut shredding or a certificated secure-destruction service, with a record of what was destroyed and when. That destruction log matters as much as the retention record: it shows an SRA inspector that disposal was deliberate and controlled rather than accidental, and it satisfies the GDPR principle that personal data is not kept longer than necessary.

In practice the unit makes this easier to manage rather than harder, provided your index is in good order. The four-element box label this article recommends, matter type, date range, access level, and review date, is what drives the destruction cycle. When you do a periodic review, you pull the boxes whose review date has passed, confirm with your compliance officer that the retention obligation has genuinely ended, and arrange secure destruction of those that have. Wigwam units are accessible 6am to 10pm, seven days, so an authorised member of staff can attend, retrieve the boxes due for review, and take them to your destruction provider.

What we do not do is open units, handle files, or carry out destruction, because Wigwam is the landlord of the space, not the custodian of the data. The firm remains the data controller throughout, including for the deletion obligation at the end of the retention period. So build the review-and-destroy step into your archive routine, keep the destruction certificates with your records, and treat the unit as the secure holding place between retention and disposal. Your compliance officer should sign off the destruction policy; we provide the space and the access that let you run it cleanly.

Can I move an entire practice’s archive in at once, then grow the space as the firm grows?

Yes, and most firms do exactly that: a bulk move of the historic archive at the start, then incremental growth as new matters close and join the retention pile. The initial migration is usually the bigger exercise, shifting everything older than your active-matter threshold, as the Cotswolds practice in this article did when they moved everything older than two years off-site. After that, the archive grows steadily rather than in one block, and the storage can grow with it.

The flexibility comes from how the arrangement is structured. There is no long fixed lock-in beyond the two-week minimum, and multi-unit arrangements are available, so as your retained-file footprint expands you take additional space rather than being capped at the size you first booked. A firm that starts in one unit and finds, three years on, that its conveyancing and probate volume has filled it, simply adds a second unit at the same site, subject to availability. If you anticipate steady growth, it is worth flagging that to the document storage team at the outset so the location and the headroom suit your projection from the start.

Long-term pricing is geared to this kind of relationship, with stays of five years or more being a realistic baseline for a solicitor archive, so the arrangement is built for longevity rather than churn. The practical advice is to size the initial move accurately, using the cubic-foot-per-matter working estimate in this article as a planning basis, and then review the footprint at sensible intervals so you add space before you are wedged rather than after. The team can build a sizing-and-growth model for your matter mix. They handle the storage side; your compliance officer owns the retention schedule that determines how fast the archive actually grows.

If we scan and go digital, do we still need to keep the paper files?

Sometimes yes, sometimes no, and that depends on the document and on your firm’s policy rather than on anything we set. Many firms scan closed files to reduce physical volume, and for a lot of routine correspondence a properly made digital copy, with the right controls and retention applied, can be sufficient. But certain documents have an enduring value as originals, original wills, deeds, signed agreements, anything where the physical document itself carries legal weight, and those are commonly retained in hard copy regardless of whether a scan exists. The article makes the point about wills in particular: they are retained as original documents for the life of the client and beyond.

So a digitisation programme tends to reduce, not eliminate, the physical archive. You scan what can safely become digital-only, and you keep secure physical storage for the originals that must persist. That is often where a unit earns its place even for a “paperless” firm: a relatively small, secure, well-indexed space for the originals that cannot be reduced to a scan, freeing expensive office floor from the bulk that can. The clean, dry conditions this article describes suit long-term paper retention well, since the main risk to paper over a long period is damp rather than temperature variation in a normal range.

The decisions about what can be scanned-and-destroyed and what must be kept as an original are legal and compliance judgements for your firm, guided by SRA and Law Society positions and your own retention policy, not something we advise on. We provide the secure physical space and the access controls; your compliance officer and DPO decide the digitisation and retention rules. If your scanning programme leaves a smaller core of originals, the team can size a unit to suit that reduced footprint.

During an SRA inspection or a complaint, can we get evidence of how the archive is controlled?

Yes. Between your own records and the building-level security, you can show how the archive is controlled and who accessed what. This is one of the practical reasons the off-site arrangement stands up under scrutiny rather than weakening it. Your own outbound and inbound records, the note of what file left the unit and when, and when it came back, form the chain of custody at the file level. The site’s CCTV throughout the facility and the access logging provide the building-level layer on top of that. Together they give you a retrievable, documented account of how the archive is held and accessed.

This is exactly the evidence an SRA review or a complaint tends to turn on: can you demonstrate restricted access, protection from loss or damage, and a credible record of who handled a file and when? Individually alarmed units accessible only to the staff you authorise answer the access-restriction point. The access log answers the who-and-when point. Your documented arrangement, the location, the access controls, the retrieval procedure, and the authorised personnel, which this article recommends every firm should maintain, answers the question of whether the arrangement was considered rather than improvised.

A note on what is honest to claim. Wigwam carries no SRA endorsement, and no self storage operator can truthfully say it is SRA-approved. What we provide is a set of operational features, individually alarmed units, CCTV, logged access, that your compliance officer assesses against the reasonable-security standard for your firm’s circumstances. We can supply confirmation of the security features and the compliance documentation we provide; what we cannot do is make the compliance judgement for you, because that is your compliance officer’s call. If an inspection is looming and you want to know precisely what documentation we can supply, the document storage team can set that out.

How is solicitor file storage treated for VAT and business rates compared with office archive space?

VAT is charged on the storage and invoiced as standard; business rates do not apply to you the way they do to your own office space, but the precise treatment is a question for your accountant. Self storage is a business cost, and we provide VAT invoices as standard, which is what your finance team needs to reclaim input VAT in the normal way and to record the expense cleanly. That invoicing is built in, so the accounts side is straightforward from the start.

On business rates, the relevant contrast with office archive space is part of why the cost comparison in this article comes out as it does. When you hold a dedicated archive room in your own office, you are carrying office-grade occupancy costs on that floor, the rent and the associated overheads of premises you rate and occupy, for space that files barely justify. Moving the archive to a storage unit takes that footprint out of your office occupancy, which is the reclaimed-space saving the Cotswolds practice realised when they freed roughly 400 square feet of prime floor. The unit is priced for storage, not for office use, which is the whole point of the cost gap.

What we will not do is advise on your firm’s specific VAT recovery position, how the cost interacts with your premises rating, or the tax treatment in your accounts, because we are a storage provider, not a tax or rating adviser. We give you accurate figures and proper VAT invoices; your accountant or finance director advises on the treatment and produces the exact occupancy-cost comparison for your lease. The document storage team can give you a clear storage cost to put into that comparison, and the pricing page carries the current rates.