Charities Act Valuations

Under the Charities Act 2011 (as amended by the Charities Act 2022), trustees must obtain an independent valuation before selling, leasing, or transferring charity property. This ensures transactions meet legal requirements and deliver fair market value for the charity.

Our RICS-qualified surveyors provide Charities Act-compliant property valuations, detailed reports, and strategic advice to help trustees make informed decisions while protecting charitable assets.

Charities are also encouraged to seek suitable advice when acquiring property and our experts at SRVO are on hand to assist in assessing the suitability of land and property as well as providing valuation advice and professional and guidance.  

For property disposals our process begins with a detailed inspection of the property to assess its condition, location, and market context. We then conduct a comprehensive market analysis using comparable evidence and current trends to determine market value. Finally, we prepare a fully compliant report with recommendations on the method of disposal as well as any recommended actions which could be taken to maximise the sales value of the property. Reports are produced in line with the Charities Act 2011 and 2022 requirements, ensuring trustees have the guidance needed for informed decisions and legal compliance.