Best performing investment of the decade? Whisky
The Knight Frank Wealth Report named whisky as the top-performing collectible investment¹ of the decade with a rise of 586% in ten years¹
As with all investments, there are risks. Please make sure you read the Risk Warnings.
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THE OPPORTUNITY
Scotch Whisky Cask Investments
Scotch Whisky is an asset with huge global demand, but with very limited supply. So just like any other collectible, when something is in limited supply, the price can increase along with the rising demand.
Here are just some of the benefits of Cask Whisky investment:
- No capital gains tax on profits⁶
- Physical asset ownership
- Hands-off investment: casks stored in bond
- Portfolios from just £8,000
- Multiple exit strategies⁷ to sell your cask
The Scotch Whisky market is worth over £4.9 billion annually⁵
Free Guide
Learn about whisky cask investments
- Learn about the company and track record
- Discover how to build a good portfolio
- An overview of the whisky industry
- The cask purchase process
- Why profits from casks are tax free
- How to exit your investment
Market Overview
Making the whisky market accessible for all
41
41 bottles of Scotch Whisky are exported every single second²
£5.5bn
The Scotch Whisky industry provides £5.5bn in value to the UK economy³
$31bn
By 2025, the global whisky market is forecast to reach $31 billion⁴
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Explore Whisky Investments
The Investment Process
SOURCE
Our analysts track the market on a daily basis and can identify Whisky that has the best potential for long term growth.
STORE
To ensure your whisky is kept in perfect condition your casks will be fully insured and stored in a HMRC⁸ licensed bonded warehouse.
MATURE
Casks are naturally porous which allows the whisky to breathe and take on any characteristics of its environment. The longer it is held, the more taste, aroma and colour it extracts from the oak, and the more it can rise in value.
SELL
Whether you sell your whisky back to the live global market, offer it up at auction, sell to an independent bottler or sell it back to the distillery, there are plenty of ways to exit the market.
Accessible For All
We’re on a mission to change people’s perception of the Whisky investment market. Because although many seem to treat Whisky Investment like some sort of private members club for the super rich, we believe it should be accessible to all.
Risk Warnings: Lomond Management Services Limited is not regulated by the FCA and investments are not covered by the Financial Services Compensation Scheme (FSCS). Whisky investments are not specified investments under FCA guidelines. This material is not approved for the purposes of S.21 of FSMA 2000 and should not be relied on when making an investment decision.
Lomond Management Services Limited acts as an introducer to their partners who are whisky cask brokers and are responsible for the transaction.
As with all investments, previous performance is no guarantee of future performance. Capital at Risk.
Casked whisky is stored in casks under bond at cask strength (ABV 60%). There is no initial fee or on-going management fee to use our whisky investment service and you are under no obligation to proceed with the purchase by making an enquiry.
² Statistics on the Scotch Whisky market provided by the Scotch Whisky Association. Source
³ Statistics on the Scotch Whisky market provided by the Scotch Whisky Association. Source
⁴ Market Research on the global whiskey market. Source
⁵ Statistics on the Scotch Whisky market provided by the Scotch Whisky Association. Source
⁶ Tax Information provided without warranty. Tax treatment is subject to HMRC guidelines – we recommend that you get your own expert tax advice for your specific situation.
⁷ Whisky investments are illiquid and selling a cask to release your cask is not an instant process. You should not rely on exit strategies if you will potentially need quick access to funds.
⁸ This communication is not endorsed or approved by HMRC
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