EPC Planning Calculator

This calculator helps you plan and budget your journey to EPC C by breaking the process into realistic phases. It does not predict an EPC score. Instead, it helps you decide what to do, when, and how much to spend—without going over the government spending cap.

Estimated spending cap (planner) £0
Uses £10,000 cap, with a lower cap for low-value homes (10% of value).
Total planned upgrades £0
Status —
Phase 1 — Assess & plan
Now–2026 · Decide what matters, avoid wasted spend
£0
Phase 1 total£0
Phase 2 — Quick wins
2025–2027 · Low disruption, decent uplift
£0
Phase 2 total£0
Phase 3 — Fabric & heating upgrades
2026–2028 · Bigger cost, bigger impact
£0
Phase 3 total£0
Phase 4 — Re-assess & final adjustments
2028–2029 · Re-check EPC and close the gap
£0
Phase 4 total£0
Phase 5 — Deadline buffer
By 1 Oct 2030 · Compliance deadline (or exemption)
£0
Phase 5 total£0
What to change next
Pick your first “Quick wins” items, then estimate if you need any big-ticket upgrades.
This is a budgeting & planning tool, not a guarantee of reaching a specific EPC rating. EPC outcomes depend on the property, assessor inputs, and measure suitability.

How the EPC Planning Calculator Works

Step 1: Set Your Starting Point

You begin by entering:

  • – Your current EPC rating (e.g. D or E)
  • – Your target rating (usually C)
  • – Property value
  • – Your planning milestone year (when you want to be EPC-ready, before 2030)

From the property value, the calculator estimates your maximum spending cap:

  • Standard cap: £10,000
  • Lower-value properties: up to 10% of market value

This gives you a realistic budget boundary from the start.


Step 2: Plan Upgrades by Phase

The calculator is divided into five EPC phases, matching the recommended timeline:

  1. Assess & Plan – EPC assessment and advice
  2. Quick Wins – low-cost, low-disruption upgrades
  3. Fabric & Heating – higher-impact improvements
  4. Re-assessment – final checks and small fixes
  5. Buffer & Compliance – contingency and admin

Each phase contains typical upgrade options with editable cost estimates.

You can:

   Tick upgrades you expect to do
    Adjust costs to match quotes or local prices
     Leave phases empty if not needed

Step 3: Review Budget & Status

As you select upgrades, the calculator:

  •    Totals each phase separately
  •    Shows your overall planned spend
  •    Compares it against the spending cap
  •     Flags whether your plan is within budget or over

    A progress bar and status label help you see this instantly.


Step 4: Get Guidance on What to Do Next

The “What to change next” section updates automatically based on:

  •     Your EPC rating gap (e.g. D → C)
  •     Whether you’re over or under budget
  •     Which phases you’ve skipped

    This nudges you toward the most cost-effective next step, not unnecessary upgrades.

 

This is a planning and budgeting tool, not a compliance guarantee. Final EPC results depend on the property, assessor methodology, and suitability of measures.

Used properly, it helps you move from reactive compliance to calm, phased planning—well before the 2030 deadline.

Letsana
Logo