A valuation provided under Section 119 of the Charities Act 2011, required when a charity disposes of or leases property. It must be conducted by a qualified surveyor and includes market value and advice on sale method, marketing, and terms.
Trustees are legally required to obtain an independent valuation before selling, leasing, or transferring property to ensure that the charity receives the best terms reasonably obtainable and avoids liability.
For most property transactions by charities, including sales, leases over 7 years, and mortgages.
Only RICS surveyors with appropriate charity sector experience (like our team).
Transactions may be voided, and trustees could face personal liability for losses.
Through market analysis and considering both financial and charitable objectives.
Our RICS-regulated valuations strictly meet Section 119 requirements, providing the independent assessment legally mandated for charity property transactions.
Robust, evidence-based reports demonstrate trustees' due diligence, shielding them from personal liability claims regarding property decisions.
We recommend optimal marketing strategies and sale processes to satisfy the 'best terms' requirement while aligning with your charitable purpose.
Market-led valuations ensure maximum value from disposals or leases, balancing financial returns with mission alignment.
Tribunal-ready documentation with clear methodology stands up to regulator, donor, or auditor scrutiny.
Essential for validating major property transactions and maintaining good governance under charity law.





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