Guidance Note: Charity Property Transactions

Changes to the way a charity can deal with property were made by the Charities Act 2022. The changes (some of which came into effect on 14 June 2023 and some on 7 March 2024) affected the lease templates and the Guidance Notes about property transactions in this folder. Those documents have been amended as necessary to take account of the changes. For a summary of all changes to charity law made by the 2022 Act, including the law relating to dealing with charity land, please see  Charities Act 2022.

This Guidance Note is intended as general guidance and an introduction to property transactions involving charities. It will be useful both for:  

• charities proposing to enter into a property transaction; and
• those organisations or individuals proposing to enter into a property transaction with a charity.

The note covers the grant of new leases, licences and tenancies at will, sale/transfer of existing leases, and sale/transfer of freeholds.

There are also other guidance notes in this group which can be referred to when a charity is considering various proposed property-related arrangements.

The group includes a range of template documents which can be used where a charity is to be a party to certain types of property transaction.

Once you have purchased access to the appropriate document folder click on the “Download Document” button below. You will be asked what you want to do with the file. It is recommended that you save the document to a location of your choice prior to viewing.

Guidance Note: Charity Property Transactions is part of Property Documents. Just £35.00 + VAT provides unlimited downloads from Property Documents for 1 year.