UK Landlord Finance & Compliance Pack 2026: BTL Worksheets, Tax Tools & Renters' Rights Act Checklist

The Renters' Rights Act takes effect on 1 May 2026. Section 21 is abolished. New rules on rent, tenancies, pets, and discrimination are mandatory. Fines for non-compliance reach £7,000 per offence.

This pack gives you every worksheet and checklist you need to stay compliant and know your numbers on every property.

What is inside:

✓ Renters' Rights Act Compliance Checklist 2026 — every action you must take before 1 May and 31 May 2026, with exact deadlines, penalties, and GOV.UK references. Includes the new Section 8 possession grounds at a glance. (PDF)

✓ BTL Deal Screening Worksheet — evaluate any buy-to-let property: purchase price, rent, deposit, LTV, rental cover stress test (pass/fail), and net yield after all costs. Includes a portfolio summary for up to 10 properties. (XLSX)

✓ Personal Name vs Limited Company Tax Comparison — input your rental income, mortgage interest, expenses, and tax band. See after-tax profit in each structure side by side with a 5-year cumulative difference. (XLSX)

✓ BTL Portfolio Health Dashboard — track up to 10 properties: individual and aggregate yield, cashflow, LTV, EPC rating, fixed-rate expiry dates, and compliance status. Automatic traffic-light warnings for underperforming or at-risk properties. (XLSX)

✓ Landlord Document & Compliance Tracker — track gas safety certificates, EICRs, EPCs, deposit protection, tenancy agreements, and Information Sheet service dates across your portfolio. With colour-coded expiry alerts so nothing lapses. (XLSX)

✓ Tenant Communication Templates — 5 ready-to-use letter templates: Section 13 rent increase notice (Renters' Rights Act compliant), Information Sheet cover letter, routine inspection notice, maintenance acknowledgement, and Section 8 notice cover letter. (PDF)

Who is this for?

— BTL landlords preparing for the Renters' Rights Act (1 May 2026) — Landlords evaluating whether to keep, restructure, or sell properties — First-time landlords screening their first BTL deal — Portfolio landlords wanting a single dashboard to track compliance and performance — Anyone comparing personal-name vs limited company tax treatment

Do not let a £7,000 fine catch you off guard. Get your compliance sorted and know your numbers on every property.

Instant download. All spreadsheets work in Excel, Google Sheets, and Numbers. PDFs are printable.

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