Investing in wine

The fine wine market has in recent years witnessed a growth in demand and reduction in supply driven by strong interest from new markets such as China and Russia and a rise in the number of individual collectors. This means fine wine can yield handsome investment returns over the coming years.

Buying the greatest wines from the greatest vintages is a useful starting point for an investment approach. The celebrated Bordeaux Châteaux have experienced amongst the most consistent and significant price increases.

However, you should not ignore premium wines from Burgundy, the Rhone Valley and Italy which have also provided impressive recent returns.

The 2009 En Primeur (Wine Futures) campaign will be one of the best of recent years. We have first release prices for many of the leading Bordeaux châteaux. For more information on En Primeur please visit our dedicated page here.

Wine is classified by Revenue and Customs as Capital Gains Tax exempt. Similarly, as long as formal “trading” is avoided, investment profits are not subject to income tax.

For more information on our structured investment plans please contact us.