Charity Act Disposals

Professional advice must be sought from a qualified Chartered Surveyor before a disposal is made.

Disposals by Charities of interests in land including freehold sales, easements and leases for longer than 7 years require Charities to comply with the provisions of Sections 117-121 of the Charities Act 2011.

Charities must obtain a written report that complies with the Charities (Qualified Surveyors' Reports) Regulations 1992. The purpose of the legislation on disposals is to ensure that the decision to dispose of an interest in property by the Charity Trustees is in the best interests of their Charity. Charity Trustees have a legal obligation to obtain the best price available in the circumstances of the disposal.

The surveyor's report will make recommendations with regard to any improvements and alterations that should be carried out prior to marketing, the best method of sale and advice as to the current market value or rental value of the interest. Advice will also address appropriate marketing.

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I wanted to thank you very much for all your guidance and help you have given us in getting the approval for the new dwelling on the farm. It is very good news. Your help and input has been the key factor to us getting planning permission.

We have enjoyed a successful working relationship with Symonds and Sampson stretching over some 20 years in both acquiring development sites and the successful marketing of our completed homes. Working across different departments and offices, we have always found everyone to highly supportive, experienced professionals with exceptional knowledge of the industry. We very much look forward to continuing our partnership and hope to be working on many more projects together in the future.

We found Symonds and Sampson refreshing to deal with, agents we could actually talk to. They took their time to fully understand the market and we used them across many of our storage locations in Somerset. They were professional and knew their industry as well as the whole valuation process. We would happily use them again and recommend them.

We have dealt with Andy Wakinshaw of Symonds & Sampson for 15 years or so for the sale of our residential properties and cannot fault the level of service and expert advice throughout the process. We have also benefitted from purchasing at Auction for development from purchasing at Auction for development land to extend our portfolio, the service was excellent.

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