Our annual Fine Wine & Tax Report is prepared by independent Tax Specialist, Peter Owen of Gatwick Enterprise Tax Services Ltd.
One of the key attractions of investing in wine is that it is generally tax-efficient and offers a number of benefits you can use in your financial planning.
For most wine investors any gains are generally exempt from Capital Gains Tax, we explain how this applied.
Fine wine can potentially be used in estate planning and tax efficient investments into qualifying wine companies can offer significant savings. The Report points to the relevant legislation here.
It is important for all investors to stay up-to-date with the latest tax legislation. Get more insight on the current tax treatment of fine wine by HMRC from our specialist report.
We always recommend that you consult your tax advisor to confirm your situation.
This report focuses on the tax year April 2024 / 25. You can download previous editions of this report below.
‘The tax treatment of fine wine is one of the key attractions for investors. In this report we consider the ‘tax landscape’ for wine investors in the 2024 / 25 financial year. The Report reviews the implications of a new government and summarises any implications for Tax for wine investors to discuss further with their professional Tax Advisors.’
Peter Owen, Gatwick Enterprise Tax Services Limited.
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