Investor Insights

Expert analysis and market intelligence on fine wine investments.

Wine Investment Benefits

Capital Gains Tax (CGT) is a tax on profit made when you sell assets or investments. Wine is not subject to UK Capital Gains Tax as the authorities look upon it as a wasting asset, so any profit derived belongs to the client.

Key Points for Tax-Free Wine Investment:

• Avoid trading status
• Use the wasting asset or chattels exemptions
• Keep records to justify your self assessment and make full disclosures on your tax return

Fine wine has shown over time to generate in excess of 11% per annum on average. Great wine is always in demand. Wine appreciates in value because it is constantly being consumed.