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 version 16.4.2.0
We're pleased to announce the latest release of Access Legal OneOffice & Financial Director Version 16.4.2.0. This update includes various enhancements and bug fixes.
New Functionality - OneOffice
CDAM Department/Category Batch Update
Tool Renamed to CDAM Department/Category Batch Update
Search and Filter Matters
Show Only Closed Matters Filter and Closed Matter Date Column
Sortable Department and Category Columns
Automatic CDAM Destroy Date Recalculation on Save
Three-Dot Menu: All Matters or Missing Department/Category
CDAM Skipped Matters Report
Audit Trail for Bulk Category Assignments
Destroyed Matters No Longer Listed
Excel Report Tab Name Length
Civil Legal Aid
Civil Legal Aid Billing: VAT Flag at Legal Help Class Level
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 October 2026
HMRC & HMCTS has updated the following probate forms:
D31a: Long-term UK residence.
IHT100A: Gifts and other transfers of value.
IHT100D: Relevant property trusts principal (10 year) charge.
IHT100F: Heritage exempt property.
IHT100H: Assets ceasing to be held in an age 18 to 25 trust.
IHT400 calc: Inheritance Tax account IHT400 Calculation.
IHT404: Jointly owned assets.
IHT405: Houses, land, buildings and interests in land.
IHT408: Household and personal goods donated to charity.
IHT412: Unlisted stocks and shares and control holdings.
IHT417: Foreign assets.
IHT423: Direct Payment Schemes for Inheritance Tax.
IHT436: Claim to transfer any unused residence nil rate band.
IHT500: Election for Inheritance Tax to apply to previously owned asset.
R185S: Statement of trust income chargeable on settlor.
R185T: Statement of income from trust.
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 |
November Compliance Update | Thursday, 5 November at 12:30pm | |
Is your firm financially sustainable? | Thursday, 19 November at 12:30pm | |
October Compliance Update | On demand | |
October AML Update | On demand |
What does the data show about the conveyancing market in 2026?
Access Legalâs latest annual report brings together 15 months of HM Land Registry data with insight into regional activity, client expectations, regulatory change and the priorities facing conveyancing firms.
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].
December 2026 delegate day training:
Financial Director - User Level 1 - Friday, December 11th
Financial Director - User Level 2 - Tuesday, December 15th
Why the SRA's COLP/COFA Delay Matters
The SRA's decision to pause the proposed COLP/COFA reforms is a reminder that effective regulation starts with listening.
Rosanna Davenport's latest article explores why this delay could be a positive opportunity for firms, compliance professionals and the regulator alike. Read now >