TA6 6th Edition and Updated TA7: What Changes in March 2026

From 30 March 2026, conveyancing teams will need to adapt to new versions of the Law Society’s key conveyancing protocol forms. The 6th edition of the TA6 Property Information Form and an updated TA7 Leasehold Information Form become mandatory for new transactions for CQS firms, replacing previous editions. For firms, this is both a compliance milestone and a practical workflow change that needs to be managed carefully across teams. 

This article explains what is changing, why it matters, and how InfoTrack’s eCOS and Enquiries and Property Report solutions can help you transition smoothly. 

What’s changing from 30 March 2026? 

The Law Society has confirmed that new versions of the TA6 Property Information Form and TA7 Leasehold Information Form will become the required standard for CQS members from 30 March 2026. The new TA6 6th edition will replace earlier versions which have been running in parallel, following a period of consultation and industry feedback. The updated TA7 has been introduced at the same time to ensure consistency across freehold and leasehold transactions. 

These forms sit at the heart of residential conveyancing matters, and changes of this scale have implications not only for risk and compliance but also for how information is gathered, checked, and reported throughout the transaction. 

Why the forms have been updated 

The revisions follow a significant consultation exercise after the introduction of a previous TA6 edition which substantially expanded “material information” questions and increased the length and complexity of the form. Feedback from conveyancers highlighted concerns around seller burden, usability, and the practicalities of completing detailed questions at an early stage. 

In response, the Law Society has aimed to strike a better balance between providing comprehensive, early information and producing a form that is practical for sellers and their advisers to complete. The new approach also sits alongside wider work on separate material information forms designed for use at the marketing stage, helping bring greater clarity to who is responsible for providing what information, and when. 

Key changes in the TA6 6th edition and TA7 

While the detail will be familiar to many practitioners by now, several features of the new forms are particularly important for both fee-earners and those responsible for risk and compliance: 

• A more streamlined structure for the TA6, with sections reorganised and explanatory notes updated following user testing with conveyancers and sellers. 

• Removal or reshaping of some of the most contentious “material information” content from the previous edition, with a clearer focus on information the seller is actually aware of. 

• Greater scope for “not known” responses where sellers genuinely do not have certain information, which aims to reduce pressure on clients and minimise delays caused by unanswerable questions. 

• A revised TA7 that mirrors the updated structure and approach, designed to better reflect the complexities of leasehold transactions. 

The intention is that the forms should be easier for clients to understand and complete, while still delivering the depth of information conveyancers need to advise effectively and manage risk. 

What this means for your firm 

For CQS firms, the key point is that the new TA6 and TA7 forms become mandatory for new matters opened from 30 March 2026. Matters already in progress on older editions can typically continue on those versions, but new instructions should move to the updated forms to remain compliant. 

In practice, that means firms will need to: 

• Update internal templates, precedents, and checklists to reflect the new questions and structure. 

• Ensure their case management systems and digital tools are configured to use the correct form versions from the deadline date. 

• Brief fee-earners, support staff, and onboarding teams on what has changed and how it affects the way they review, advise on, and report information to clients and lenders. 

• Consider how the updated forms interact with material information gathered at the marketing stage and with other information sources in the transaction. 

With multiple stakeholders involved and a defined deadline, there is real value in planning and testing updated workflows ahead of time rather than relying on lastminute changes. 

How InfoTrack supports a smooth transition 

InfoTrack has long focused on helping firms digitise client onboarding and streamline the way key information is captured and used across the conveyancing journey. The introduction of the new TA6 and TA7 forms is a natural extension of that approach. 

Through eCOS, InfoTrack’s electronic client onboarding solution, firms can provide clients with the latest, licensed versions of the TA6 and TA7 as part of a joined-up digital onboarding experience. Clients complete the forms online, alongside identity verification and other onboarding steps, helping firms capture accurate data earlier and reduce reliance on paper processes. 

At the same time, Enquiries and Property Report can ingest and work with different versions of TA forms, supporting firms during the transition period where some matters are still running on previous editions. This flexibility means you can maintain consistent reporting and enquiry-raising processes without needing to manage multiple disconnected workflows depending on which form version has been used. 

For partners and practice managers, this offers reassurance that: 

• The firm will be using the correct, up-to-date forms from the mandatory date. 

• Processes remain consistent and auditable across the team. 

For fee-earners and support staff, it means: 

• Clients are guided through the correct version of the form digitally. 

• Information is surfaced in a structured way to support efficient enquiry handling and clear reporting. 

Be ready ahead of March 2026 

With the 6th edition TA6 and updated TA7 becoming the standard for CQS firms from 30 March 2026, now is the ideal time to review both your compliance position and your day-to-day workflows. InfoTrack’s eCOS and Enquiries and Property Report solutions are already configured to support the new forms, helping you adopt the changes with minimal disruption. 

If you would like to see how the updated TA6 and TA7 sit within a digital onboarding and reporting journey, and how they can work in practice for your fee-earners and operations teams, book a short demo with our team.