INVESTING IN WHISKY
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The UKV international whisky investment guide will teach you all you need to know about the world of whisky, from expanding your knowledge to making your first investment.
Why Invest in a Rare Whisky Cask?
Over the last decade; investing in whisky has become increasingly popular, but why is there such a deluge of shrewd investors taking advantage of the market?
Whisky investments are outperforming assets across the board. The published data from Knight Frank highlights the very best performing whiskies have returned over 550% across the last decade.
Whisky Investment Tax Benefits:
When investing in casked whisky, the “angels” will begin to take their share. 0.2-0.5% of alcohol is lost to evaporation each year, therefore casked whisky is deemed by HMRC as a ‘wasting asset’ meaning all profits are exempt from capital gains tax and one of the greatest benefits when you invest in casked whisky.
The absence of capital gains tax when you invest into Cask Whisky makes it more financially viable compared to the returns achieved from bottled whisky.
Fact – the top 100 Investment grade whisky brands
are up over 500% across the last decade.
Historical Investment Performance
Although there are no guarantees, you should expect to profit by selling maturing whisky into normal blending demand.
Fact – the top 100 Investment grade whisky brands are up over 500% across the last decade.
Economies of scale mean your whisky will be stored — still in the barrel — at exceptionally low cost, in the original distiller’s bonded warehouse.
Examples of Price Increases for Whisky
• Balvenie Tun 1401 bottle: launched in 2010 at a price of £150. Today it is worth £4400, Increase of 2,833%.
• Macallan Royal Marriage: released in 2011 at a price of £150. Today it is worth £3000, Increase of 1,900%.
• Lagavulin 30-year-old: launched in 2006 at a price of £210. Today it is worth £2650, Increase of 1,162%.
• Bowmore Devil Casks: launched in 2013 at a price of £50. Today it is worth £270, Increase of 440%.
• Brora Single Cast 1972: launched in 2014 at a price of £6995, today valued at £19,000, Increase of 170%.
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