This calendar covers the typical annual rhythm of commercial property compliance. Your specific obligations depend on your lease structures, tenant arrangements and local authority.
- Buildings insurance review
- VAT return Q3
- New year compliance register audit
- Fire risk assessment annual review
- Prep for end of tax year
- EPC register review — expiring certificates
- End of tax year
- Gas safety renewals
- New tax year begins
- Business rates revaluation checks
- Electrical installation certificates (EICR) review
- PAT testing renewals
- Asbestos register review
- Mid-year H&S policy refresh
- Mid-year compliance audit
- VAT return Q1
- Legionella risk assessment review
- Water hygiene checks
- Budget compliance costs for next year
- Review all contractor insurances
- Health & safety policy review
- VAT return Q2
- Planning and use audit
- Autumn budget implications review
- Full annual compliance review
- Year-end reporting prep
- Year-end budget check
Why a compliance calendar matters
The single most common compliance failure we see is the missed renewal. An EPC expires. A gas safety cert lapses. A fire risk assessment goes two years without review. Each of these individually looks minor, but together they add up to serious regulatory exposure, invalidated insurance, and in the worst cases, criminal liability.
A compliance calendar is not sophisticated. It is simply a structured record of when every compliance event needs attention. Set it up once, diarise the dates, and the hardest part is done.
How to use this calendar
Treat it as a starting framework, not a prescription. Copy the months that matter to you into your own calendar with specific dates. For each item, note who is responsible (you, your managing agent, the tenant under the lease), what evidence you need to retain, and who to call if it needs professional attention.
Review the whole calendar once a year — typically at the start of the year or the start of the tax year — and update it as your portfolio changes.
Want us to handle this for you?
Compliance tracking is included in our full management service. We maintain a live compliance register for every managed asset, diarise every renewal, and report on compliance status in every monthly report. You stop worrying about it.