We provide expert advice to maximise the value of charity assets.
We understand the challenges faced by charities and the regulations that affect the way they must manage and maximise the value of their assets.
Our Charity Property Valuation team works UK-wide to provide valuations of charity assets for disposal and acquisition following the Charity Commission guidelines and Charities Act Regulations in preparing Designated Advisors Reports.
Our team of RICS Registered Valuers, Chartered Town Planning Consultants and Development Consultants understand the need to maximise any opportunities presented with operational assets or legacy property.
We understand that charities have an obligation to make the most of their assets. We can provide the necessary valuation, planning, development and sales management advice to ensure that the values are maximised and charity trustees can be sure that they are fulfilling their obligations.
We are corporate members of the Institute of Legacy Management (ILM) and our Head of Valuation, Andrew Tompson, MRICS is regularly involved in supporting the ILM in its educational and lobbying functions.
We take great pride in assisting our clients to deal with challenging, contentious probate cases and difficult sales. We are proud that our support to the sector regularly results in charities receiving higher-than-expected prices for assets through the identification of opportunities and our detailed understanding of appropriate marketing strategies.
For further information on how we can assist with charity property valuations, planning or development land please contact Andrew T B Tompson, MRICS.
T: 01327 356147 | M: 07909 927370
We can provide charity property valuations throughout the UK.
Our surveyor reports are prepared by RICS Registered Valuers and are compliant with both the Red Book and Section 119 of the Charities Act 2011.
This is usually possible but may depend on specific circumstances, particularly if the date of death was some time ago.
Yes, it is a requirement of the Qualified Surveyor Report (QSR) regulations that we advise on the most appropriate means of disposal.
Yes, if we see potential when carrying out your charity property valuation then our Chartered Town Planners and architects can provide advice and submit a planning application if this is in the charity’s best interests.
A legacy asset is a property that has been left to a charity in a will.