Valuations
Charity Act Valuations
Professional Charity Act Valuations Across London
Before a charity can dispose of land or property, the Charities Act 2011 requires trustees to obtain a written report from a qualified surveyor. Without this report, the disposal may not proceed lawfully. Our Charity Act Valuations in London provide RICS-compliant assessments that meet the requirements of the Act, giving charity trustees and their advisers the protection they need.
At Brookfield Surveyors, we carry out Charity Act valuations across Central, East, West, North, and South London. Whether your charity is selling, leasing, or transferring property, our Chartered Surveyors deliver clear, well-documented reports that satisfy the Charity Commission’s requirements and allow your disposal to proceed with confidence.
Accurate Property Valuations for Charity Disposals
A Charity Act valuation establishes the best terms reasonably obtainable for a proposed disposal, taking into account the specific requirements of the Charities Act 2011. Our surveyors assess key factors including:
- The property’s size, condition, location, and market value
- Whether the proposed terms represent the best reasonably obtainable
- Comparable sales and lettings evidence in the local market
- Any factors that may affect value, including planning status or condition
- Whether marketing is required before disposal to achieve the best outcome
The result is a clearly structured written report that meets the statutory requirements of the Charities Act 2011 and gives trustees documented evidence that they have fulfilled their legal obligations.
RICS-Compliant Valuations by Chartered Surveyors
All Charity Act valuations are carried out by RICS-qualified Chartered Surveyors in accordance with the RICS Valuation – Global Standards (Red Book) and the requirements of the Charities Act 2011. Our reports are:
- Independent and unbiased
- Prepared by a surveyor who meets the statutory qualifications required by the Act
- Accepted by the Charity Commission, solicitors, and legal advisers
- Supported by professional indemnity and regulatory oversight
Our team has experience acting for a wide range of charitable organisations across London, from small local charities disposing of a single property to larger organisations managing significant property portfolios.
Why Choose Brookfield Surveyors?
Our Charity Act Valuation services in London are suited to:
- Charity trustees disposing of freehold or leasehold property
- Charities granting leases or licences over land they own
- Solicitors advising charities on property transactions
- Charity administrators seeking to document compliance with the Act
We understand the legal obligations that apply to charity trustees when disposing of property, and we deliver reports that give you the evidence you need to proceed lawfully. With offices in Central and East London, we provide responsive coverage across the capital.
Charity Act Valuation FAQs
What is a Charity Act valuation?
A Charity Act valuation is a written report prepared by a qualified surveyor under the requirements of the Charities Act 2011. It confirms the best terms reasonably obtainable for a proposed disposal of charity land or property.
When does a charity need a surveyor's report before disposing of property?
Under section 117 of the Charities Act 2011, charity trustees must obtain a written report from a qualified surveyor before disposing of most types of charity land. This applies to sales, leases, and other disposals, subject to certain exemptions.
What qualifications must the surveyor have?
The Act requires the surveyor to be a Fellow or Member of the Royal Institution of Chartered Surveyors (FRICS or MRICS) and to have relevant experience in the type of property being disposed of. All of our valuers meet these requirements.
What does the surveyor's report need to include?
The report must confirm the value of the property, state whether the proposed terms represent the best reasonably obtainable, and advise on any steps that should be taken before or during the disposal, such as marketing the property.
Are there any exemptions from the requirement to obtain a report?
Yes. Certain disposals are exempt, including disposals to another charity, and some short-term leases. Your solicitor can advise on whether an exemption applies to your specific transaction. Where in doubt, obtaining a report is always the safer course.