Fine wine is recognised as a more tax-efficient asset than other forms of investment as it is generally exempt from Capital Gains Tax. However, there are a number of considerations to take into account and it is critical to stay up-to-date with the latest legislation.
‘The tax treatment of fine wine is one of the key attractions for investors. In this report we consider the ‘landscape’ for the 2021 tax year; the impact of Brexit and geo-politics of a global pandemic and point to any implications for Capital Gains Tax, Income Tax and Inheritance Tax for estate planning for wine investors.’ – Peter Owen, Gatwick Enterprise Tax Services Limited.
Receive an independent specialist’s view on the 2021/22 tax treatment of fine wine:
Develop your Fine Wine Investment knowledge
Our team of Fine Wine Experts and Analysts have created an essential archive of reports and guides to assist you in understanding the finer details of the fine wine investment world.
Guide to Fine Wine Investment
Read our essential guide to fine wine investment for a comprehensive introduction to understanding wine as a tangible investment asset and how you can benefit from including it in your portfolio.
Q2 2021 Fine Wine Market Report
Our Q2 report provides a detailed insight into market news, sector performance and specialist industry analysis. We have also included further analysis on the latest events, economic and geopolitical news.
Portfolio Diversification by Vintage
Find out which wines to acquire, how best to diversify your portfolio and when to exit to optimise return on investment.
Criteria for Profitable Wine Investment
Find out how to make a profitable wine investment portfolio by discovering which critics influence the market, how performance affects price, and the impact of vineyard ownership and global economics.
Key facts about investing in fine wine:
- Strong long term growth performance
- Fine wine prices are not directly correlated with more volatile financial markets
- As a stable, tangible assets fine wine is a proven portfolio diversification tool
- Wine has historically outperformed FTSE, S&P and Gold over the long term
- Global demand for fine wine means it can be used to hedge currency movements
FINE WINE INVESTMENT BENEFITS:
- Fine wine investment is generally exempt from Capital Gains Tax
- Investment in fine wine has historically achieved annual compound reserves around 10%.
- Fine wine’s stable performance doesn’t mirror volatile financial markets. It offers a means to diversify investment portfolios across assets and economic cycles.
WINE INVESTOR SECURITY WITH VIN-X:
- Vin-X is a founder member of the Wine Investment Association (WIA)
- We operate market-leading practices designed to protect you and your investment
- A team of wine & investment specialists will assist you with your investment
- Our clients’ wines are stored at a fully insured industry-leading facility