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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.

Clients

  • Charitable trusts
  • Property-owning charities
  • Trustees and governing bodies
  • Legal professionals managing asset disposal

Why Our Section 119 Valuations Stand Out

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.

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Charity Property Transactions with Confidence
Navigating the Charities Act's strict property rules requires specialist expertise. Holden's Section 119 valuations provide charities with court-defensible reports that go beyond standard assessments - we evaluate both market value and alignment with your charitable objectives. Our process satisfies all legal requirements for disposals, leases over 7 years, and mortgages while protecting trustee interests. We document marketing strategies, analyse 'best terms', and provide the evidence needed to demonstrate proper governance to regulators. For charities, this means: Sales achieving maximum value within legal parameters Lease agreements that stand up to scrutiny Borrowing supported by lender-ready valuations Trustees shielded from personal liability With increasing regulatory focus on charity governance, our valuations provide the robust audit trail needed for property decisions - ensuring compliance while maximising the value of your charitable assets.

6 Benefits of Charity Act Valuations (Section 119)

Ensures Compliance with Legal Obligations Under the Charities Act

Our RICS-regulated valuations strictly meet Section 119 requirements, providing the independent assessment legally mandated for charity property transactions.

Protects Trustees from Liability

Robust, evidence-based reports demonstrate trustees' due diligence, shielding them from personal liability claims regarding property decisions.

Advises on Sale Method and Marketing

We recommend optimal marketing strategies and sale processes to satisfy the 'best terms' requirement while aligning with your charitable purpose.

Helps Achieve Best Financial Return for the Charity

Market-led valuations ensure maximum value from disposals or leases, balancing financial returns with mission alignment.

Provides Defendable Evidence for Audits or Investigations

Tribunal-ready documentation with clear methodology stands up to regulator, donor, or auditor scrutiny.

Required for Asset Disposals, Leases, and Transfers

Essential for validating major property transactions and maintaining good governance under charity law.

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