Charity Property - Law, Strategy & Best Practice

Introduction

Property decisions can make or break a charity.

For most charities, property sits at the heart of their operations and the choices made around it are often some of the most significant they will ever face. A wrong move can lead to costly consequences and reputational damage, while the right strategy can unlock growth and long-term success.

This new virtual classroom seminar dives into all aspects of charity property, offering practical insights and expert guidance to help you navigate complex decisions with confidence. Whether you are advising, governing, or leading a charity, this session will equip you with the knowledge to get it right.

Ideal for professional advisers, charity trustees and managers, register today to secure your place and ensure your organisation’s property decisions support, not hinder, your mission.

What You Will Learn

The session will cover the following:

• Key steps to take before entering into a property transaction
• Legal requirements for acquiring or disposing of charity property
• Managing development projects and joint ventures
• Understanding leases and lease arrangements
• Navigating Town and Country Planning regulations
• Exploring financing options for property decisions
• Handling investment properties effectively
• Choosing the right legal structure to support your strategy
• Understanding key tax implications
• Sub-leases, licences and sharing occupation of property
• Trustee duties, responsibilities and risk management
• The role and importance of the Designated Adviser’s Report
• Insurance, fire regulations, conflicts of interest and property gifts
• Buying and selling property at auction
• Property considerations during charity mergers
• Practical guidance on what to do when challenges arise

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.