The Buying Process: Welcome to the world of Whisky Cask Investment, where opportunity awaits
Exit Strategies
Clients exited from the market.
No pressure
Invest in your own time.
Client Portal
Access your portfolio in one place.
Dedicated Account Manager
Communication is everything.
Why Use Us?
Professional Whisky Experts
Whether you’re a market newcomer, whisky enthusiast or a seasoned investor, we can add value to your end goal and make the journey there smooth and successful. We take the time to understand your reasons and requirements for purchasing a cask and only then do we make calculated recommendations from a position of knowledge.
We are educated stockists who own a large inventory of casks held under HMRC license, but we also broker casks allowing us to offer the widest range of quality casks to our clients, at competitive prices. After the most scrupulous assessment by HMRC, we were awarded all the correct licences and certifications (WOWGR/DNA) to trade and store cask whisky, giving all our clients peace of mind.
We currently have 6 tried and tested, flexible exit strategies when the time is right.
For all fine-wine collectors’ disappointed with the wine market’s slow progress and interested in a migration to whisky: We are able to sell your existing wine portfolio to a large network of international trade clients in as little as 10 days.
No rocket science
Five Step Approach
01. MARKET SUITABILITY
Initial telephone call with a member of the team to establish your needs and objectives for purchasing cask whisky and to qualify whether the market is suitable.
02. RECOMMENDATIONS
Once qualified, we’ll ask you to set a comfortable budget and then we’ll professionally match your requirements/budget to our stocklist and present some options over email for consideration and further discussion.
03. SELECTION
Once you have decided on the cask(s) that suits your needs and budget, you will receive an invoice, including all the cask’s unique data. Once settled and your AML check has been completed/passed, you will receive an ownership pack including all your legal documents.
04. CASK STORAGE
Your cask(s) can be transferred to an existing private account by way of a ‘Delivery Order’ (DO) or held in one of our secure HMRC-approved excise warehouse accounts. All casks will be moved to our state-of-the-art HMRC cask maturation warehouse ‘Campbeltown Bond’ where you will have full access (physical & virtual) and full autonomy over your cask(s).
05. CASK PORTAL / VWC
As a cask owner you will be granted access to the members area of our website where you can access your portfolio through Vintage Acquisition’s bespoke portal, download documents and educate yourself further on the whisky market. When your cask(s) land at Campbeltown Bond, you will have full autonomy over your cask(s) via an independent, cutting-edge, cask maturation software ‘Vapour’. Lastly, you will be automatically enrolled as an exclusive member to our ‘Vintage Whisky Club’ (VWC).
Book in a time to visit us in person at our London office and experience our whisky bar!
Seamless experience
Whisky Cask Investment - The Tax benefits
We take the time to understand your reasons and requirements for investing in Scotch cask whisky and only then do we make calculated recommendations from a position of knowledge.
CGT: Capital Gains Tax
Cask whisky is CGT free meaning to you that you are 20% better off from day one on any gains you make in the future.
One of the key advantages of investing in whisky casks as a “wasting asset” is that the capital gains tax liability is exempt. When you sell a whisky cask and realise a capital gain (the difference between the purchase price and the selling price), that gain is not be subject to capital gains tax.
IHT: Inheritance Tax
There is no IHT between husband and wife, it directly affects your children and grandchildren. On the second death of a husband or wife, all assets are totalled up by HMRC and taxed at 40% over and above the ‘nil rate band (NRB)’ which is currently £325,000.00.
Download our Whisky Cask Investment Guide and speak to our experienced senior cask traders