Guidance Note: Charity Property Transactions

Changes to the way a charity can deal with property will change under the Charities Act 2022 which received Royal Assent on 24 February 2022. The Charities Act 2022 is not yet in force and a date for implementation is awaited. For a summary of the changes under this act, please see our information pages on the Charities Act 2022. 

This Guidance Note: Charity Property Transactions 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.