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See our guide and discover the art of investing in cask whisky and prestigious wine vintages.
Why Invest In Scotch Whisky?
Fine wine and premium spirits have a track record of appreciating in value over time. Investing in these assets can offer the opportunity to generate significant returns, as demand for rare and collectible bottles continues to rise.
Unlike many other forms of investment, fine wine and premium spirits are tangible assets that can be physically enjoyed. Owning and experiencing these luxurious beverages adds a unique element of pleasure to the investment journey.
They historically exhibited low correlation with traditional financial markets, such as stocks and bonds, making them an attractive option for spreading risk and enhancing portfolio resilience.
The global demand for fine wine and premium spirits is on the rise. This growing global demand further strengthens the investment potential in this sector.
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Investment Process
1. Consultation
Begin by determining your investment goals, considering factors like entry-level, risk appetite, and holding period. Speak with our experts via phone, video call, or in person to clarify your goals and motivations, ensuring tailored assistance.
2. Asset Proposal
Based on your goals, receive a portfolio and strategy proposal. We’ll present the strategy’s objectives and hold a Q&A session to address any questions.
3. Securing The Asset
Once you decide to proceed, secure the asset with a holding deposit. This reserves the whisky, locks in the current price, and guarantees availability, allowing time to complete onboarding.
4. Payment & Onboarding
Receive trade documents immediately after the deposit, via post or digitally. Complete these documents to settle the trade and finalize the acquisition process.
5. Support, Updates & Portal Access
As a Liquid Opulence client, receive continuous market updates and education. Access your assets through our client portal, with options for whisky samples and regauges upon request.
What you might learn from the guide:
- Understand the potential for high returns
- Learn about diversification
- Discover the world of rare and collectible bottles
- Uncover strategies for long-term growth
- Get expert tips and guidance
Frequently Asked Questions
When stepping on board with Liquid Opulence, we will help you set up a storage account with an independent bonded warehouse facility. Where this facility is situated will be dependent on which distillery the cask was purchased from.
ABV stands for ‘Alcohol By Volume’ and is a standard measure of the alcohol content in a given volume.
Whisky casks are considered ‘wasting assets’ by HMRC, which exempts them from Capital Gains Tax. Due to evaporation, the lifespan of a cask is typically less than 50 years, making it unlikely to exceed the threshold for taxation.
“The Angel’s Share” refers to the small amount of whisky that evaporates through the cask during maturation. This evaporation, usually around 2% per year, contributes to the unique flavour profile of the whisky.
OLA stands for ‘Original Litres of Alcohol,’ representing the initial amount of pure alcohol in the cask. RLA stands for ‘Regauged Litres of Alcohol’ and indicates the remaining amount of pure alcohol after a regauge has been conducted to assess the cask’s health, contents, and value.
Bulk litres refer to the total volume of liquid in a cask, including both pure alcohol and other substances. For example, a cask filled with 100 bulk litres at 34% ABV would contain 34 litres of pure alcohol.
Duty suspension refers to the storage or transportation of a cask between bonded warehouses without paying the required duty tax. Duty is only levied by HMRC when the cask is removed from bond.
A bonded warehouse is an HMRC-controlled facility where goods can be stored without duty or VAT charges. These warehouses are authorised under the WOWGR licence and allow businesses to store and transfer goods with duty payment suspended.
A WOWGR licence, Warehouse keepers and Owners of Warehoused Goods Regulations, is a certificate granted by HMRC to companies that meet strict requirements for storing spirituous beverages and intermediate products in excise warehouses. This licence ensures compliance with HMRC regulations and establishes the company as a duty representative or custodian for the cask(s) in the eyes of HMRC.
The duration of cask maturation is flexible and depends on your preference. Typically, we recommend a minimum holding period of 5-10 years, but the longer you hold the cask, the more the whisky matures, becomes rarer, and potentially yields higher returns.
In the event of your passing, your whisky casks will be included in your estate and evaluated by HMRC. If you have a will, you can designate the beneficiaries of your estate and specify their shares. It is advisable to seek professional independent financial advice regarding estate planning.
No, there is no fixed minimum purchase price. The minimum investment will be determined by the lowest-value cask available at the time of your inquiry.
Cask whisky is regulated by HMRC but not by the Financial Conduct Authority (FCA), which governs regulated financial investments. If you have any concerns, it’s important you seek independent legal and financial advice before making any cask whisky purchases.
Scotland has been part of the United Kingdom since 1707, and the majority voted against independence in 2014. In the event that Scotland does leave the union, there could be legal and trade barriers affecting exports. In the long run, there is a possibility that whisky could become cheaper for consumers.
