Whisky-Wealth-Club-Scotch-brochure 2020 March - Flipbook - Page 10
How investing in cask whisky works
1. Production:
New make whisky is
distilled and laid to rest
in casks while it matures.
We only work with the
finest Scottish distilleries
who have a proven record
of producing premium
whisky. We have found
that whisky produced by
these distilleries and wellknown master distillers
offers a better resale value
on the open market.
2. Broker negotiations:
We purchase the whisky
in large volumes and
as a result of this, have
negotiated heavily
discounted, wholesale
rates. We organise
the insurance 8 as well
as the storage in a
bonded warehouse.
3. Private investors:
The initial cost for
investors covers the cask,
the 200 litres of spirit
inside the cask (this is a
rough guide as the casks
are made by hand and are
not all exactly 200 litres),
plus the storage and
insurance for five years.
The whisky’s title and
ownership are registered
in the investor’s name
and as the owner of the
asset, the investor can sell
(or bottle) the whisky at
any time. We recommend
an investment of at
least three to five years,
Whisky & Wealth Club
offers multiple options for
investments of all levels.
4. Aged value:
In five years, you should
own the equivalent of
approximately 385-400
70cl bottles of Scottish
whisky (46% ABV) per
cask. The slight reduction
in volume is down to
the “angel’s share” - an
estimated 2% per annum
rate of evaporation.
5. Time to sell:
Whisky & Wealth Club
is on hand to support
whichever exit strategy
our clients choose.
We are able to provide
information and advice
on all exit strategies and
can sell on our client’s
behalf if they so choose.
If investors wish to engage us as their broker, we charge a 2% fee of the total
sale price. This compares to the industry standard of 5-10% 9 on the sale price.
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