GERALD EVE AT A GLANCE: LEADING PROPERTY ADVISERS TO THE CHARITIES AND NOT-FOR-PROFIT SECTOR UNLOCKING THE POTENTIAL OF YOUR PROPERTY ASSETS

As specialist property advisers, we have a strong track record in helping Trustees and Charitable Foundations make commercially sound decisions about their property assets, whilst adhering to the compliance aspects of the Charities Act and regulatory framework.

Our clients and types of properties

National charities Schools, colleges, Museums, Care homes, Ecclesiastical foundations, heritage assets hospitals and properties Multi-Academy and art galleries supported living Trusts and diocesan trusts

We work with our clients in a number of ways

Property is often a charity’s most valuable asset. Many Charity trustee of our clients find duties can be a Trustee duties themselves in a minefield, especially require they protect situation where they Some charities do when it comes and enhance the Maximising asset are asset rich, but not fully understand to understanding value of their potential is often cash poor. their property estate. charity law. property assets. overlooked.

We help to unlock We work closely Our experienced We help to manage We bring fresh the potential of with our clients property experts charities property perspectives on your property to help them demystify the assets responsibly. ways to generate assets, allowing understand, complexities of income and release you to focus on improve and charity law and the capital from your your charitable enhance their compliance aspects property assets. work. estate. of the Charities Act.

2 CHARITIES AND NOT-FOR-PROFIT SECTOR WHY GERALD EVE?

Leading Charity PropertyLease Experts Valuation nsultanc We are trustedc yadvisersC oto the charityy sectorBu in the UK, with over cy Bu n Co ild en Co ild ge ns in g n i 125 years’ ofA combined experience. We& actu for overg 200+ charities, A & su ng L lta L lt ea n ea an s c s c including religious orders, dioceces, schoolse andy Multi-Academy e y Ex Ex Trusts. it it A A & t & s c C y c C s c t t n c D l r e D l e s o i e o i e e e n a u s a u i e m t t n p s t n s a n e a n a t o t b t A g b t u r R i a i n n B a P a & n s g s g a e e Charities Act CompliancePARTNER-LED M PARTNER-LED

t t e C e Our property experts have a detailed understanding of charity

CLIENT SERVICE t n CLIENT SERVICE t n V y o y a e a t L t e a r n r law and our surveyors are qualified for the purpose rof the e r l o m s o m u e a e e u e a p p s p p Charities Act. r l r t o g t e o g i o r a a o r a o C P n n C P n Wen were a consultee to the Law Commission regardinga the c a y M M proposed CharityP Law reform. ro p & t B & t M & e g n u g n a A rt in e s in e n s y n R in n a se an pm a es an pm ge t Pl lo te s Pl lo me ve s ve nt Capital De Capital De Full Service Team Markets Markets Our client teams bring together the best talent within Gerald Eve, with different sets of skills and areas of expertise, managed by a dedicated Client Partner.

Maintaining your property assets

We have found that it is often the day-to-day management of property assets, that takes up valuable time. Our full service approach, means that we can help at all stages of the property life cycle, below is a small sample of our property management services:

We can help to Buildings over Our schools and Gerald Eve offers Our building better understand time fall into care home clients strategic estate consultancy team what sits within disrepair, we often require us to management can also manage your property can assess the assess viability of advice, including building projects portfolio, by condition of your trading operations identifying on behalf of our providing property buildings and offer and key areas to areas for income clients. assets registers planned proactive improve trading generation and maintenance. performance. disposal of surplus property.

CHARITIES AND NOT-FOR-PROFIT SECTOR 3 William Ray Paul Greenwood Richard Moir Partner Partner Partner Tel. +44 (0)20 7333 6201 Tel. +44 (0)20 348 63721 Tel. +44 (0)20 7333 6281 [email protected] [email protected] [email protected]

London (West End) 72 Welbeck Street 1 York Place W1G 0AY Leeds LS1 2DR Tel. +44 (0)20 7493 3338 Tel. +44 (0)113 204 8419

London (City) 46 Bow Lane No 1 Marsden Street London EC4M 9DL Manchester M2 1HW Tel. +44 (0)20 7489 8900 Tel. +44 (0)161 259 0450

Birmingham Milton Keynes 45 Church Street Avebury House B3 2RT 201-249 Avebury Boulevard Tel. +44 (0)121 616 4800 Milton Keynes MK9 1AU Tel. +44 (0)1908 685950 32 Windsor Place West Malling Cardiff CF10 3BZ 35 Kings Hill Avenue Tel. +44 (0)29 2038 8044 West Malling Kent ME19 4DN Tel. +44 (0)1732 229420 140 West George Street Glasgow G2 2HG Tel. +44 (0)141 221 6397

Disclaimer & copyright This document is a short summary and is not intended to be definitive advice. No responsibility can be accepted for loss or damage caused by any reliance on it. © All rights reserved. The reproduction of the whole or part of this publication is strictly prohibited without permission from Gerald Eve LLP.

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