Wine Investment Fund

  A number of wine investment funds exist throughout Europe, the United Kingdom and much of the rest of the world. These funds allow investors to put money into fine wine while avoiding the complications often associated with the market—namely cellaring, regulating the environment for quality control, issues with imports and, of course, the desire to drink it. Many of these funds have done well in recent years. What are the advantages of investing in wine?

• Finite Product: A chateau or domaine produces a finite quantity each vintage which then diminshes over time as the wine is consumed. This in turn leads to limitations on availablity and prices can subsequently rise.
• Tangible Asset: Wine is a physical product rather than just a certificate. If the worst happens the wine can always be drunk.
• Wasting Chattel:In theory wines benefit from an exemption from Capital Gains Tax. However certain rules apply. We strongly advise speaking to and Independent Financial Advisor.
• Potential Returns: If the correct wines are bought at the right time and at a good price then decent returns can be made. As a rule we estimate 8-12% compound interest per annum on your investment. Of course some wines do not perform as well and some far outperform these figures. Hence we advise seeking advice before investing in wine.