Whisky-Wealth-Club-Scotch-brochure 2020 March - Flipbook - Page 13
How investing in cask whisky works –
exit strategies
Before selling any casks,
we recommend holding
the spirit for at least three
years, at which stage it can
legally be called whisky.
Whisky can increase in
value for each year of
maturation and whilst there
are markets for whisky of
any age, this should not
be a hurried investment.
Investors should consider
this recommended threeyear minimum term as
it may not meet some
potential investors’ needs.
Once you own the casks
of whisky, there are
plenty of options for your
investment. We have inhouse experts who can help
you to decide which exit
strategy is the most viable
for yourself when you wish
to release your casks.
Should you wish to release your casks yourself,
there are a few options available:
1. Sell the casks in bulk
to other whisky brands
in need of mature stock –
this can potentially
have tax advantages. 10
Please seek tax
advice separately.
2. Bottle the whisky under
your own label.
Tax, bottling and
handling fees will need
to be considered when
estimating the cask
holder’s return
on investment.
3. Partner with a person
or organisation in the
private labelling market.
Many high-end hotels,
airlines, supermarkets
and bars have their
own whisky label.
Buying casks from
a branded distillery
can really appeal
to this market.
4. Sell to other investors
who are looking to
bypass the first five
to 10 years of cask
ownership - this option
is very popular with our
investors and we are in
the process of building
an online exchange to
simplify the process.
5. Sell on a whisky
auction site. There are
over 15 online whisky
auction sites, meaning
there is usually a live
whisky auction at
least once a week.
In addition to bespoke whisky auction houses, there are also numerous
online and offline auction houses that regularly sell whisky casks and bottles,
including Sotheby’s.
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