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.
‘HMRC’s tax treatment of fine wine is generally favourable and this is one of the attractions of investing in this tangible asset, alongside its general performance attributes. This report is published at one of the most extraordinary and economically challenging periods in global history and considers Capital Gains Tax, Income Tax and Inheritance Tax planning in the current tax year for those with fine wine collections.’ – Peter Owen, Gatwick Enterprise Tax Services Limited.
Receive an independent specialist’s view on the 2020/21 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
To start your wine investment journey, click to download 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 as part of your financial planning.
The Latest Fine Wine Market Report
Our latest report provides a detailed insight into the most up-to-date market news, sector performance and specialist industry analysis. We have also included further analysis on the latest events, economic and geopolitical news, plus our Vin-X buyer recommendations.
Fine Wine compared with other Treasure Assets
Discover the benefits of investing in fine wine and understand its performance measured against other treasure assets such as fine art, classic cars, vintage watches, antiques and FTSE.
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