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Compliance & Regulation

Twelve Months, One Diary: A Practical Compliance Planner for UK Commercial Property in 2026

IPM Limited
Twelve Months, One Diary: A Practical Compliance Planner for UK Commercial Property in 2026

Photo: Jaggery , CC BY-SA 2.0, via Wikimedia Commons

Compliance in UK commercial property seldom collapses because the regulations were a mystery. It collapses because a five-yearly certificate lapsed unnoticed, an asbestos re-inspection slipped past its review date, or three unrelated deadlines landed in the same working week. The obligations attached to a building are many, but they are not erratic. They follow a rhythm — and a rhythm can be written into a diary.

What follows is the calendar we recommend to owners, occupiers and managing agents, using 2026 as the worked example. With the year now drawing to a close, it serves a second purpose: as a ready-made template for the twelve months ahead.

January — open the record

Start by consolidating a single compliance register covering every property in the portfolio. The opening weeks are also insurance renewal season, which makes them the natural moment to confirm that sums insured still reflect rebuild costs after several years of construction inflation. Check the EPC register: certificates run for ten years, and the ones lodged in the mid-2010s are now expiring quietly. Confirm the asbestos register is present, current and reachable by anyone who might disturb the fabric.

February — water and air

Legionella risk assessments under the L8 approved code of practice should be reviewed at least every two years, and sooner where occupancy or the system has changed. Cooling towers and evaporative condensers carry notification duties. Air conditioning systems above 12 kW of effective rated output require an inspection under TM44 on a five-yearly cycle — easy to overlook, because the obligation sits with the person who controls the system rather than the tenant alone.

March — electrical safety

Fixed wiring sits on a five-yearly inspection and testing cycle for most commercial premises, and March is a sensible month to commission the EICR so that any remedial works can be priced before the next financial year. Pair it with thermographic inspection of distribution boards, emergency lighting testing (monthly flick tests, an annual duration test) and a review of portable appliance arrangements in higher-risk areas.

April — rates, waste and paperwork

The first of April 2026 brought new rating lists across England, Scotland and Wales — the first revaluation since 2023. Occupiers who believe a rateable value is wrong should use the Check, Challenge, Appeal route promptly rather than letting the window narrow. April 2026 also introduced the new lower business rates multipliers for retail, hospitality and leisure premises in England, alongside a higher multiplier for the largest properties, so it is worth re-running the liability calculation. On the waste side, duty of care documentation and the Simpler Recycling separation duties — binding on businesses with ten or more staff since March 2025, with micro-firms following in 2027 — should be checked against what actually leaves the loading bay.

May — fire risk and evacuation

The fire risk assessment is a living document, not a certificate. Review it, act on the actions, and record both. Quarterly checks of fire doors in communal areas, annual servicing of extinguishers, evacuation drills and personal emergency evacuation plans for anyone who needs them all belong here, along with a check that signage and escape routes still match the building as it is now used.

June — building safety and the golden thread

For higher-risk buildings — those at least 18 metres or seven storeys with two or more residential units — the duties introduced under the Building Safety Act 2022 demand more than an annual tick. The accountable person should confirm the safety case is progressing, that information is being maintained in a usable form, and that engagement with residents is evidenced. For everyone else, June is a good month to inspect facades and external envelope ahead of the summer, while access is straightforward.

July — plant, chillers and heat

F-gas leak checks, chiller servicing and cooling system hygiene all need attention before the hottest weeks arrive. Buildings that struggled in the previous summer will struggle again unless the underlying cause is addressed, and overheating complaints from occupiers have a habit of escalating into lease disputes. Clear roof drainage and gullies before holiday cover thins the maintenance team.

August — leases, dilapidations and diary dates

The quietest month is the most useful one for the paperwork nobody enjoys. Map break clauses, rent review dates, lease expiries and service charge budget cycles against the compliance register so that no repair obligation is triggered by surprise. Commission condition surveys where a dilapidations liability is on the horizon, and photograph the premises properly while they are empty.

September — lifts, gas and pressure systems

Passenger lifts require thorough examination under LOLER every six months, which means the cycle needs scheduling rather than remembering. Commercial gas appliances serving catering or heating should be inspected annually by a competent person. Pressure systems need a written scheme of examination and inspection at the intervals it specifies — commonly twelve to fourteen months — and local exhaust ventilation serving kitchens or workshops needs its own statutory examination.

October — winter readiness

Clear gutters and drains, commission heating plant, confirm frost protection and lagging, and flush low-use outlets to keep water hygiene in order. With the clocks changing, test external and emergency lighting under realistic dark conditions. Anyone responsible for a building should also confirm that business continuity arrangements account for a boiler failure in January, not just a fire.

November — energy, EPCs and reporting

Before any unit is marketed, an EPC must be in place. November is the month to audit expiry dates across the portfolio and to price the cost of improving any asset sitting close to the minimum standard, given the direction of travel in government consultations on energy performance. Organisations caught by energy and carbon reporting regimes should also be assembling the data now rather than reconstructing it in the spring.

December — review, budget and assurance

Collate the year's certificates and reports into a single, accessible evidence pack. Set the compliance budget for the coming year, prioritising statutory obligations over discretionary maintenance where funds are constrained. A short written assurance statement to the board, listing what was done, what is outstanding and when it will close, is worth more than a filing cabinet full of PDFs.

Making the calendar work

Three habits make the difference. Give every obligation a named owner. Keep one register, not four. And work to a rolling ninety-day horizon rather than an annual panic. Dependable property management is, in the end, mostly a matter of remembering things on time — and that is a discipline, not a talent.

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