The Tax Treatment of Fine Wine

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. 

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    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