Welcome to your Access Legal OneOffice newsletter
Each edition brings you the latest updates, practical tips, and expert insights to ensure your success every step of the way.
OneOffice & Financial Director 16.4.1.0
We're pleased to announce the latest release of Access Legal OneOffice & Financial Director Version 16.4.1.0.
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This update includes:
Bugs - OneOffice
Hyperlinks No Longer Work After Bundling
Bundling Incorrectly Warned âYou Must Select at Least 2 Documents to Mergeâ
Bundling: âInclude Letters After Index Numberingâ Setting Not Respected
Standard Bundle: âInclude Letters Before Index Numberâ Setting Not Preserved
Error Adding an Asset Donated to Charity in Probate
IHT402 Form Showing Incorrect (NaN) Calculations
New Functionality - OneOffice
HMRC Form Update: IHT400 (04/26 Revision)
HMRC Form Update: IHT403 (04/26 Revision)
HMRC Form Update: IHT404 (04/26 Revision)
HMRC Form Update: IHT405 (04/26 Revision)
HMRC Form Update: IHT418 (04/26 Revision)
Save Column Widths for e-Chit Requests Tab
Hide and Show Columns in e-Chit Requests Tab
Reset Column Layout to Defaults in e-Chit Requests Tab
đ Please note: If you are a hosted client this will automatically be applied to your system by one of our technicians, if you are a non-hosted client and have an SLA, we will be in touch to arrange an update at a convenient time.
Probate Forms update September 2026
HMRC & HMCTS has updated the following probate forms:
D31b - Long-term UK residence â transitional provisions
D36 - Land, building and interests in land
D37 - Agricultural Relief
D38 - Business Relief, business or partnership interests
IHT38 - Claim for relief â loss on sale of land
IHT100A - Gifts and other transfers of value
IHT100B - Ending of a qualifying interest in possession
IHT100C - Relevant property trusts proportionate (exit) charge
IHT100D - Relevant property trusts principal (10 year) charge
IHT100E - Charges on special trusts
IHT100H - Assets ceasing to be held in an age 18 to 25 trust
IHT205 - Return of estate information
IHT400 - Inheritance Tax account
IHT403 - Gifts and other transfers of value
IHT404 - Jointly owned assets
IHT405 - Houses, land, buildings and interests in land
IHT410 - Life assurance and annuities
IHT412 - Unlisted stocks and shares and control holdings
IHT413 - Business and partnership interests and assets
IHT414 - Agricultural Relief
IHT418 - Assets held in trust
IHT436 - Claim to transfer any unused residence nil rate band
IHT437 - Claim to transfer unused 100% relief allowance for agricultural property or business property
PA1S - Postal search of the Probate records of England and Wales
PA8A - Application to enter a caveat on a grant of representation
PA8B - Application to extend a caveat on a grant of representation
R185E - Statement of income from estates for 2026 to 2027 tax year
R185S - Statement of trust income chargeable on settlor
R185T - Statement of income from trust
SA900 - Trust and Estate Tax Return 2026
Conveyancing Forms Update September 2026
HM Land Registry have updated the following conveyancing forms:
ID1 - Certificate of identity for a private individual
ID2 - Certificate of identity for a body corporate
ID5 - Certificate to be given by a conveyancer - id - verified by video call
K1 - Application for registration of a Land Charge
K11 - Application to cancel an entry in the Land Charges Register (other than class F)
K15 - Application for an Official Search - not applicable to registered land
K16 - Application for an Official Search - (bankruptcy only)
K19 - Application for an Office Copy of an Entry in the Register
Stay ahead with our expert-led webinars
Join our monthly webinars featuring industry specialists to help you get more from your software, stay compliant and keep pace with a rapidly changing regulatory landscape.
Each month, we round up the latest webinars and on-demand recordings - browse the full list below.
Webinar Title | Date & Time | Registration Details |
October AML Update | Thursday, 15 October at 12:30pm | |
October Compliance Update | On demand | |
September Compliance Update | On demand | |
September Data Protection Update | On demand | |
Law Firm Undertakings | On demand |
Your Support Cases, All in One Place with MyAccess
Keeping track of your support interactions is now even easier with MyAccess, giving you greater visibility of your support activity in one convenient place.
If youâre an entitled user, you can view your open and closed support interactions directly within MyAccess. Simply log in and select Support Cases from the main Dashboard or left-hand navigation menu to view your case history and keep track of progress. This includes any support conversations handled by our team via the Digital Assistant.
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Everything in one place
Your support cases are automatically available within MyAccess, so thereâs nothing extra you need to do. Conversations logged and resolved through the Digital Assistant are synchronized, giving you a more complete view of your support history.
Simply log in to MyAccess as normal and navigate to Support Cases.
Please be aware that MyAccess provides a view-only record of your support interactions. To provide updates or manage an open case, please continue to use the Digital Assistant.
Case information is refreshed every four hours, so you may occasionally notice a short delay before the latest information or status is displayed in MyAccess. This is expected and does not mean there is an issue with your case.
Youâll be able to view cases from the last three years. If you need information about an older case, please contact your usual Support team, who will be happy to help.
Are you a Supervisor?
If you have Supervisor access, youâll have even greater visibility. In addition to viewing your own cases, you can view all support cases for your firm, making it easier to keep track of support activity across your organization. This includes cases raised via the Digital Assistant alongside cases raised on the old portal.
Canât see a case?
As case information is refreshed periodically, it may take a little time for a new case or recent update to appear.
If you believe a case is missing or displaying incorrectly after 24 hours, please contact your usual Support team and weâll investigate.
We hope this makes it even easier to stay informed and keep track of your support cases through MyAccess.
Upcoming training course bookings
Why book?
Below are the regularly scheduled courses that we deliver remotely every month. Course places are available to book all core sessions in the program and delegates join other users from our customer base. These are an ideal cost-effective training solution for firms who are looking for one or two members of staff to take on more in-depth learning and for user refresher purposes.
How do I book?
To arrange a booking for this solution or a group booking purely for your firm, please email the training team viaâŻ[email protected].
October 2026 delegate day training:
OneOffice Supervisor - Wednesday October 14
OneOffice Developer Day 1 - Wednesday, October 21
OneOffice Developer Day 2 - Thursday, October 22
Carter-Ruck - The Future of Regulatory Access to Privileged Material
Carter-Ruck isn't really about what regulators can't see.
It's about whether law firms can prove they're doing the right thing when regulators can't see everything.
The judgment reinforces the importance of legal professional privilege, but it also highlights the need for robust governance, clear compliance records and defensible decision-making.
Rosanna Davenport's article shares her thoughts on the wider implications for law firms and compliance professionals. Read now >