Investing in Fine Wine

Demand for Wine investment is growing rapidly. Many investors are turning away from the stock market volatility and looking at more robust alternative investments such as wine.


Wine has proved to be less volatile than stocks and shares over the last 20 years and has outperformed a number of equity and income indices which include the FTSE 100.

Long term investors with a well chosen portfolio of wine should be looking at annualised returns of between 9 to 12% per annum, although it is possible to make much more.

Another advantage is that wine is classed as a wasting asset so normally does not attract Capital gains Tax. You can invest as little as £1500 to start. But we would recommend a minimum investment of £5,000 to £10,000 which will enable you to create a more balanced portfolio.

Fine Wines have proved to be one of the most consistently stable, high yielding, low risk investments in the world.

 

Global statistics have proven that fine wine is one of the most consistent, high yielding and low risk investment vehicles in today ’s financial arena.

Records dating back hundreds of years have confirmed Fine Wine has been the steadiest form of investment of all time. Over the last 25 years, the Fine Wine Market has consistently outperformed all recognised investments in the UK, including Bonds, ISA’s, Property and the Stock Market.

With volatile investment markets the world over, there has been a surge of overseas investment into 1st Growth Bordeaux. The huge global demand in recent years has been flooding in, not only from the UK and US, but also from countries such as China, Singapore and Russia. Unlike Equities, Fine Wine is not affected by vagaries of the economy, natural disasters or terrorist attacks. It’s simply a case of knowing what and when to buy, how long to hold and where to sell.

Tax Free Profits

Fine wine is currently the best performing investment in the UK and as well as being highly lucrative, the profits achieved from your Wine Portfolio are Tax Free. The official stance from the Inland Revenue is that for Capital Gains Tax purposes, wine is a wasting asset, providing the person acquiring it does not hold it in excess of 50 years.


The Critics

Wine has many critics, some more respected than others. We tend to listen to the opinion of just one.

Robert Parker Jnr is the world’s authority on wine, an American who made his name through Bordeaux vintage 1982. Having spotted its greatness very early, his reputation is now largely unchallenged. At 53 Robert Parker was awarded the Grand Prix of the international Academy of Gastronomy which, according to many, is the food and drink equivalent of the Nobel Prize.

‘ Robert Parker is easily the single most influential person in the world of wine’. (The observer)

For a no obligation enquiry about how the Wine Investment Group can help you please complete the online enquiry below.


Wine Investment News

A case of Chateau Lafite Rothschild 2005, trades today at £9,600 per case, up from £3,300 two years ago.


Benefits of Investing
in Wine

Fine wine investment is a Tax efficient asset*

Tangible Asset: Wine is a physical product rather than just a certificate

For further information on wine investment options, please complete our no obligation enquiry form below.