💰Tax Advantages

In the UK and many other jurisdictions, investing in wine is largely exempt from Capital Gains Tax (CGT). For overseas investors, we recommend checking with a local tax specialist.

Capital Gains Tax (CGT) Exemptions

In the United Kingdom, it is often claimed that returns made from wine investments are exempt from Capital Gains Tax (CGT).

It is true that in many cases, wine is regarded by HMRC as a "wasting asset".

Wasting assets are regarded as those with a useful life of less than 50 years. This applies to any fine wine held within a WineFi investment portfolio.

In these circumstances, no CGT is payable by the end investor. Our syndicate has also been structured to ensure these exemptions carries through to the end investor, via our bare trust nominee.

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Letter of Recommendation - Tax Treatment of Fine Wine.pdf

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Please note that this guidance is UK specific, and separate jurisdictions will have their own rules regarding the treatment of fine wine as a taxable asset.