It is important to keep good personal records. Remember the following tips:

  • Keep receipts or other records of payment and copies of any letters you send or receive (when writing letters, remember to include the date).

  • If you are asked to provide documents, make sure you keep a copy for yourself (if possible, keep the original and send the copy).

  • Keep a note of telephone conversations or meetings. Write down the time, date and whom you spoke to (their name, their company or business and their job title).

  • If you make an agreement over the phone or in person, ask for it to be confirmed in writing (and also confirm it in writing yourself).


Keep all your records together to avoid losing any important information.