Protecting Charity Assets & Ensuring Statutory Compliance
For many disposals of charity land or property, Section 119 of the Charities Act 2011, as amended, requires trustees to obtain and consider a designated adviser’s written report before committing to the transaction. Requirements depend on the disposal and any applicable exemptions. Our local RICS Registered Valuers provide Designated Adviser’s Reports to support trustees in securing the best terms reasonably obtainable.
When Is a Report Legally Required?
A designated adviser’s report is generally required for the following transactions, subject to the statutory exemptions and the particular type of disposal:
Freehold Sales: Disposing of land or buildings permanently.
Leasehold Disposals: Requirements vary with the location, use, lease term and any premium. Commercial leases over seven years and leases with a premium generally require a designated adviser’s report; other leases may require competent advice instead.
Property Rights: Granting third-party easements, wayleaves, or covenants.
Why Choose Us?
Choosing the right surveyor keeps your transaction on track and fully compliant with the Charity Commission. Local trustees, legal teams, and non-profits choose us because:
Regulated RICS Professionalism: We strictly adhere to RICS Red Book Standards, providing legally robust documentation that supports trustees in meeting their duties.
Deep Local Insight: From the Sussex coast to the Weald of Kent, we live and work in your target markets, offering unparalleled local data and realistic marketing strategies.
Sectors We Trust: We have specific, proven expertise handling historic community buildings, Grade-listed places of worship, rural Green Belt parcels, and urban commercial portfolios.
Transparent Fixed Fees: We offer upfront, fixed pricing with clear turnaround timelines, allowing your charity to budget with absolute certainty.
What’s Included in the Report?
RICS Red Book Valuation: Data-backed market value using verified regional comparables.
Value Enhancement Advice: Guidance on carrying out repairs, splitting plots or securing local planning permissions to maximise value.
Targeted Marketing Strategy: The optimal disposal method (private treaty, tender, or regional auction).
Trustee Decision-Making Support: Professional, indemnified advice to support your board in fulfilling its legal responsibilities.
Request a Fixed-Fee Compliance Quote
Contact our valuation team today for a transparent fixed-fee quote.
