
Investing in Scotch Whisky Casks
Why Invest in Whisky?
Annualised Returns
of 10-20% per annum
Capital Gains Tax Free
Returns non-correlated to traditional financial markets

Casks are insured and held securely in HMRC governed bonded warehouses in Scotland
Low Entry Level –
Cask Prices start from circa £1,500

You own the real asset and benefit from its inherent intrinsic value, which grows with each year of maturation
Scotch Whisky casks have become a hot topic in the world of investing recently, with the asset offering solid double digit returns to investors. Distilleries, Scotch, barrels and hogsheads are on many an investors lips at present.
Though questions we are often asked are “how do I invest in Whisky?”, “is it easy to invest in rare Whisky?” or “how do I select which Whisky to invest in?”. The short answer is that if you want to invest in maturing Whisky Casks, speak with the right partners to assist, advise, guide you and answer any questions you may have along your Whisky investment journey.

Any investor looking to invest in Scotch Whisky casks must do their due diligence and engage the correct partners to assist them, as there are numerous factors to consider. To access the market, a partner with the appropriate knowledge, regulatory licenses, access to investment grade casks at the right price are all paramount to unlocking the growth which maturing Scotch Whisky casks offer investors.
There are several topics which you must consider before investing in Scotch Whisky, namely the Whisky you are investing in (distillery, region and age of the spirit), the wood (known as the cask or sometimes barrel) which can be of varying sizes, quality and type, and most importantly, the price at which you invest.
Here at Altvest Capital Partners, we have over 30 years collective experience in managing investment portfolios to deliver exceptional returns for our clients, with a strong focus on Single Malt Scotch Whisky. We have partnerships with key industry partners offering investors exclusive access to the best quality, investment grade Scotch Whisky casks, held safely and securely in Scottish bonded warehouses and in adherence with Scotch Whisky Regulations. We offer a fully managed solution to suit investors of all kinds access the growth, enjoyment and excitement which Whisky offers. Whether you are looking to enter the market as an individual investor from as little as a few thousand pounds, looking to build a robust Whisky portfolio or are an institutional investor looking to diversify their portfolios, Altvest can assist, guide and advise you. We have many satisfied clients who are happy to share their experiences, why not have a look here.
With bases in both the UK and Singapore we work with clients across the globe, so rest assured whether you’re based in London, Singapore, Hong Kong, New York, Cape Town or Amsterdam, Altvest can help you invest in your favourite dram!
Download our Whisky Investment e-guide or contact us to find out more, though we have answered some common questions below.
Yes, casks are owned by you and held in Government approved bonded storage in Scotland. Under Scotch Whisky regulations, Scotch must be filled, matured and bottled in Scotland to be considered Scotch. Whilst held in bond, the casks are exclusively held in bailment under the required UK Government licenses for you until such time as you wish to sell, bottle or take the cask from bond. If you would like to bottle the cask for consumption or take physical ownership of the cask directly, we are happy to arrange this, though please note that the Whisky would not be able to use the name Scotch Whisky if bottled outside of Scotland.
When Whisky is filled in the cask, it is given a unique cask number and is logged with HMRC, who follow its progress until it is removed from duty suspension (bonded storage), when tax and duty become due. As Whisky is a key commercial market in the UK, the seller, purchaser and storage facility are all under the watchful eye of HMRC directly. In addition to the purchase agreement which details all aspects of your investment, you will receive an ownership certificate which details the specific cask details, including the exact location of where the cask is held. You can also arrange to visit your cask or for a sample to be drawn from the cask should you wish.
As casks are made of oak, they are porous. Evaporation occurs as the spirit interacts with the wood, though this is a positive as up to 80% of the flavour comes from this process. Evaporation is commonly known as the “Angels Share” and is minimal, accounting for a loss in bulk litres of around 1-2% per annum, with a loss of ABV at around 0.5% per annum. At filling, casks are filled at a higher ABV rate to allow for this process to take place, as well as casks being regularly checked to ensure that everything is in order. Recent RLA/ABV figures are provided at time of purchase and we can regauge casks at any time.
Casks are fully insured against damage or theft of an individual cask, or something happening to the storage facility itself, this is revalued annually and mitigates the risk of something happening to your investment. As casks mature, they sit in a specialist warehouse and may never leave the facility where they lay, meaning that the risk of something happening to a cask is minimal, though these risks are protected against. Another risk would be a severe downturn in the consumption of Whisky, though the consumption and export figures suggest that this is highly unlikely.
The spirit within the cask must be bottled and consumed at some point thus the cask will always have an inherent intrinsic value based on the spirit it holds and the number of bottles which it will produce. The key risk to consider and one which we come across often is the price you are paying for the cask. Due to the large volume of casks which we transact coupled with the expert partners we work with, here at Altvest we offer market beating prices by purchasing at wholesale (with discount in many cases) ensuring that our clients receive the best possible value for their investments. Our casks are regularly price checked against others on the market and consistently come out on top.
Under Scotch Whisky regulation, Scotch must mature for a period of years in Scotland, in fact, the spirit is not officially Scotch Whisky until it has matured for a period of 3 years. The Whisky market is a key commercial market, driven by supply and demand. The age-old dilemma for the industry is that you can’t have a 12 year old Single Malt without allowing it to mature in a warehouse for 12 years, meaning that the supply is based on demand 12 years ago and distilleries can’t simply create aged spirit today which they can sell tomorrow: Time is key.
Thus, investment into production by distilleries does not affect already ageing stock and we see the supply and demand gap remaining for years to come, despite investment. With 90% of all Scotch Whisky being bottled or blended by the time it reaches 12 years old, demand for well-aged spirit further outstrips supply, offering a unique opportunity to investors. Growth markets such as India, Africa, South America and Asia have seen double digit growth in exports, showing that the market is buoyant.
COVID-19 disrupted the consumption and the supply of Scotch Whisky though the reduction in out of home consumption was largely counteracted by an increase of in home consumption and overall consumption figures are widely expected to outstrip pre-pandemic levels as lockdowns around the world ease further and economies open up again. Similarly, Brexit had an impact on exports to the EU, though the USA is by far the largest importer of Scotch Whisky and with the relaxing of US tariffs on Scotch Whisky imports largely coinciding with the timing of Brexit it added a welcome boost to US bound exports and softened the impact of Brexit. We have also seen unprecedented growth in exports to countries such as China, Taiwan, India, Mexico and even Latvia.
As of August 2021, overall export figures were up 30.59% on 2020’s figures and just 10% off 2019’s all time high. Overall, consensus is that we will be seeing new all-time highs in the near future as post Brexit/pandemic support for the industry kicks in coupled with the profile of Whisky drinkers Worldwide expanding, with younger Millennials now considered a key consumer market. We see this as a time for investors to be excited by the prospects within the Whisky market, rather than concerned.
All purchase costs are included within the purchase price and other than the ongoing storage and insurance, there are no other ongoing costs. As casks are held in duty suspension (bond), there are no other taxes to consider until selling the casks, unless you wished to remove them from their bonded storage, to take physical ownership or bottle.
When you are looking to sell your casks, in most cases we recommend that you sell the casks whilst still in bond, therefore you don’t need to rely on selling via auction or to bottle to realise your investment. Of course, should you wish to then you can. The Whisky market is a commercial market, therefore provided that casks are priced correctly, the market is often “willing buyer, willing seller” with multiple points of sale available.
Our team will find a purchaser and negotiate the best price for you. We have an extensive network covering both institutional and private investors, distillers, private bottlers and collectors. Provided that you are happy with the price offered we will complete the sale and all paperwork. This process takes a maximum of around 1 month to complete though is often much less. To sell the casks, we simply charge 5% of the profit made. What’s better, this is not charged if you have a buyer who you are selling to directly, or if you are reinvesting the proceeds into new casks with ourselves. This fee is significantly reduced on industry standards which range from 5-15% of total transaction value, ensuring our clients receive the best possible value from their Whisky cask investment.
As mentioned in other questions, Scotch Whisky is a commercial market, with casks being held in Scotland and transacted by corporate entities in Pounds Sterling. Therefore, we would recommend being wary if you have been quoted in a currency other than GBP (unless it is simply used to illustrate the cost in local currency rather than transacting in another currency) as the cask must have been originally purchased, and will be sold, in Sterling. We have seen casks priced in other currencies regularly, though generally these prices have been highly inflated on market value, therefore we always urge our clients to conduct proper due diligence. If you would like our opinion on cask prices or would like to discuss our available casks as a comparison then please get in touch with one of our team.
Casks can be sold at any time, though the spirit does need to mature to increase in value and offer growth to investors. As a guide we recommend a hold period in the region of 3-5 years as a base, though in certain circumstances this can be reduced. Of course, the longer that a cask matures, the higher the value will increase, so for longer hold periods growth is often inflated further.
Yes, casks are owned by you and held in Government approved bonded storage in Scotland. Under Scotch Whisky regulations, Scotch must be filled, matured and bottled in Scotland to be considered Scotch. Whilst held in bond, the casks are exclusively held in bailment under the required UK Government licenses for you until such time as you wish to sell, bottle or take the cask from bond. If you would like to bottle the cask for consumption or take physical ownership of the cask directly, we are happy to arrange this, though please note that the Whisky would not be able to use the name Scotch Whisky if bottled outside of Scotland.
Yes, casks are owned by you and held in Government approved bonded storage in Scotland. Under Scotch Whisky regulations, Scotch must be filled, matured and bottled in Scotland to be considered Scotch. Whilst held in bond, the casks are exclusively held in bailment under the required UK Government licenses for you until such time as you wish to sell, bottle or take the cask from bond. If you would like to bottle the cask for consumption or take physical ownership of the cask directly, we are happy to arrange this, though please note that the Whisky would not be able to use the name Scotch Whisky if bottled outside of Scotland.
We have access to thousands of rare classic, hyper and supercars. Whether you’re looking for a timeless classic or a one of a kind model, we pride ourselves on being able to source some of the most unique options for our clients. Whether the car of your dreams is a British classic, European hypercar or an American icon, we can find it.
The term Alternative Investment covers multiple assets, essentially any asset which lie outside of traditional mainstream financial markets such as stocks, bonds, commodities and traditional funds/ETF’s. Under the alternative umbrella, you will find varying assets from antiques and rare coins to private equity, venture capital deals to Scotch whisky and classic cars. The list of assets under the alternative banner is ever increasing as investment worthy assets come to the fore, with cryptocurrencies being the latest to break onto the scene.
Yes. A large number of our clients have an idea of the car they wish to purchase. Here at Altvest we have partnered with some of the world’s leading experts in classic and supercars, with access to the worlds most renowned car clubs, so sourcing specific cars is commonplace for us. Whether it’s a new hypercar with factory miles, customised to your specific specifications or a low mileage classic, get in touch with our team who will be happy to help.
Alternative Investments offer investors diversification and growth non correlated to traditional financial markets. Their popularity and importance has risen substantially over the past 20 years, particularly in the wake of the financial crisis in 2008-2009. Whilst traditionally only accessible for high net worth investors and institutions, companies such as Altvest Capital Partners have made quality alternative investments accessible to investors of all kinds, allowing everyone to participate and benefit from some exceptional assets and the growth, tax efficiency, protection and diversification which they offer.
Art is an emotive investment and as such, we don’t limit ourselves to any genre, medium or locale when selecting art as an investment. Our portfolio of artists cover every genre from graffiti artists to contemporary portrait artists and beyond. We find that each client has their own preference when it comes to subject, medium, style and as such we offer options across the spectrum to offer options which are both aesthetically and financially pleasing to each client.
Artworks can either be held securely in specialist storage in the UK, or delivered and expertly installed to you at your home or office. We will discuss these options with you when selecting pieces and ultimately, the best location to keep them will be based on your own preferences and goals. If you are looking to art as a pure investment, having the works stored in controlled conditions, available to be presented at future exhibitions or shows is generally beneficial, cost effective and ultimately offers the best returns. However, if you would like to enjoy the works and view the process as more of a possession than an investment asset, you may prefer to have the works delivered to you to enjoy daily.
When Whisky is filled in the cask, it is given a unique cask number and is logged with HMRC, who follow its progress until it is removed from duty suspension (bonded storage), when tax and duty become due. As Whisky is a key commercial market in the UK, the seller, purchaser and storage facility are all under the watchful eye of HMRC directly. In addition to the purchase agreement which details all aspects of your investment, you will receive an ownership certificate which details the specific cask details, including the exact location of where the cask is held. You can also arrange to visit your cask or for a sample to be drawn from the cask should you wish.
Here at Altvest, we offer each client exclusive opportunities to build alternative asset portfolios. Each of the assets we manage offer diversification and returns which are not correlated to financial markets, thus acting as the ultimate diversification tool. Whether you are looking at a certain asset to diversify your portfolio with, or would like to build a robust portfolio consisting of several alternative assets, here at Altvest we are best placed to assist, advise and execute.
We have access to thousands of limited edition models, some of these models are one-off prototypes or showcars which will never be produced again. A large number of the cars we access are limited below 50 produced, so you can be sure that you won’t pull up next to another at the traffic lights, as well as have a jaw dropping machine which to attract attention should you wish to take your dream car to a prestigious car show.
When Whisky is filled in the cask, it is given a unique cask number and is logged with HMRC, who follow its progress until it is removed from duty suspension (bonded storage), when tax and duty become due. As Whisky is a key commercial market in the UK, the seller, purchaser and storage facility are all under the watchful eye of HMRC directly. In addition to the purchase agreement which details all aspects of your investment, you will receive an ownership certificate which details the specific cask details, including the exact location of where the cask is held. You can also arrange to visit your cask or for a sample to be drawn from the cask should you wish.
As of year end 2021, we are seeing the recovery from the global pandemic accelerate. With this, we have the worry of high inflation and negative interest rates. This is a significant worry for investors as cash has become more of a guaranteed depreciating asset than it was just a year or two ago. Investors are seeking quality alternatives to act as both a store of value as well as a growth component for their portfolios. A key component of our portfolio construction is to provide stable growth for client portfolios, whilst offering both diversification and protection to investors, ensuring that our clients are well placed in the current global situation.
Certain alternative investments have consistently outperformed traditional financial markets over the past decade, resulting in increased focus and investment being allocated to alternative and real asset portfolios by institutional and retail investors. Over the past decade, end 2010 to 2020, the MSCI All Country World Index returned just 165%, which bearing in mind includes the rally which came on the
back of the 2008 financial crisis (which didn’t affect alternative markets in the same way), should open the eyes of investors into the real value which alternative assets offer. By contrast, certain key alternative investments outperformed whilst offering far less volatility, such as Fine Whisky which returned 478% over the same period and Classic & Supercars returning 193%.
Prices vary massively dependent on a number of factors, such as artist, size of the piece and medium. Emerging artists can offer opportunities with relatively low entry levels starting from around £2,000, though more established and blue chip artists entry levels can be significantly higher. As a guide, we can create portfolios to suit investment levels from around £20,000 and work with each client to create bespoke portfolios to fit each specific client.
Alternative assets do not react to global events in the same way as financial markets, as they generally have a purpose for use and as such are far less sensitive to negative developments, be it economic, political or unforeseen major events such as we’ve seen recently via the coronavirus pandemic. During the latter, financial markets experienced a period of extreme volatility, however the same cannot be said for the majority of alternative assets. Whilst there were short term fluctuations in pricing in some alternative spaces, on the whole this was far less extreme than the volatility experienced within financial markets. Furthermore, the fast paced recovery of alternative assets further underlines their resilience, with record breaking highs and new, exciting alternative assets becoming a relative norm.
As casks are made of oak, they are porous. Evaporation occurs as the spirit interacts with the wood, though this is a positive as up to 80% of the flavour comes from this process. Evaporation is commonly known as the “Angels Share” and is minimal, accounting for a loss in bulk litres of around 1-2% per annum, with a loss of ABV at around 0.5% per annum. At filling, casks are filled at a higher ABV rate to allow for this process to take place, as well as casks being regularly checked to ensure that everything is in order. Recent RLA/ABV figures are provided at time of purchase and we can regauge casks at any time.
As casks are made of oak, they are porous. Evaporation occurs as the spirit interacts with the wood, though this is a positive as up to 80% of the flavour comes from this process. Evaporation is commonly known as the “Angels Share” and is minimal, accounting for a loss in bulk litres of around 1-2% per annum, with a loss of ABV at around 0.5% per annum. At filling, casks are filled at a higher ABV rate to allow for this process to take place, as well as casks being regularly checked to ensure that everything is in order. Recent RLA/ABV figures are provided at time of purchase and we can regauge casks at any time.
Gold is seen as the ultimate store of value, yet in the same 10 year period (end of 2010-2020) gold offered an absolute return of just 73%, whereas other alternatives offered far greater returns over the same period, with similarly low volatility. Some examples of this are Scotch Whisky at 478%, Classic & Supercars +193% and Fine Wine +127%.
Casks are fully insured against damage or theft of an individual cask, or something happening to the storage facility itself, this is revalued annually and mitigates the risk of something happening to your investment. As casks mature, they sit in a specialist warehouse and may never leave the facility where they lay, meaning that the risk of something happening to a cask is minimal, though these risks are protected against. Another risk would be a severe downturn in the consumption of Whisky, though the consumption and export figures suggest that this is highly unlikely.
The spirit within the cask must be bottled and consumed at some point thus the cask will always have an inherent intrinsic value based on the spirit it holds and the number of bottles which it will produce. The key risk to consider and one which we come across often is the price you are paying for the cask. Due to the large volume of casks which we transact coupled with the expert partners we work with, here at Altvest we offer market beating prices by purchasing at wholesale (with discount in many cases) ensuring that our clients receive the best possible value for their investments. Our casks are regularly price checked against others on the market and consistently come out on top.
Yes. Our close relationships with certain artists offer the opportunity to have specific works commissioned. Whether you’re looking for a family portrait in a unique style, or would like a work with a certain aesthetic of your choice, it is possible to have this created specifically for you. Get in touch with our team to find out more and discuss further.
The Fintech revolution continues to encroach and envelope the asset spectrum. As this phenomenon evolves even the rarest and historically inaccessible assets will become widely available to the masses via tokenisation and other forms of fractional ownership. As with all finite assets, this revolution will push the price of real assets ever higher.
Few people are aware of the opportunities within the real asset spectrum even fewer have the knowledge or expertise to enter this highly secure and lucrative market. The recent record economic stimulus compounded by mounting fears of inflation means there has never been a better time to enter the realm of real or tangible assets.
Casks are fully insured against damage or theft of an individual cask, or something happening to the storage facility itself, this is revalued annually and mitigates the risk of something happening to your investment. As casks mature, they sit in a specialist warehouse and may never leave the facility where they lay, meaning that the risk of something happening to a cask is minimal, though these risks are protected against. Another risk would be a severe downturn in the consumption of Whisky, though the consumption and export figures suggest that this is highly unlikely.
The spirit within the cask must be bottled and consumed at some point thus the cask will always have an inherent intrinsic value based on the spirit it holds and the number of bottles which it will produce. The key risk to consider and one which we come across often is the price you are paying for the cask. Due to the large volume of casks which we transact coupled with the expert partners we work with, here at Altvest we offer market beating prices by purchasing at wholesale (with discount in many cases) ensuring that our clients receive the best possible value for their investments. Our casks are regularly price checked against others on the market and consistently come out on top.
Under Scotch Whisky regulation, Scotch must mature for a period of years in Scotland, in fact, the spirit is not officially Scotch Whisky until it has matured for a period of 3 years. The Whisky market is a key commercial market, driven by supply and demand. The age-old dilemma for the industry is that you can’t have a 12 year old Single Malt without allowing it to mature in a warehouse for 12 years, meaning that the supply is based on demand 12 years ago and distilleries can’t simply create aged spirit today which they can sell tomorrow: Time is key.
Thus, investment into production by distilleries does not affect already ageing stock and we see the supply and demand gap remaining for years to come, despite investment. With 90% of all Scotch Whisky being bottled or blended by the time it reaches 12 years old, demand for well-aged spirit further outstrips supply, offering a unique opportunity to investors. Growth markets such as India, Africa, South America and Asia have seen double digit growth in exports, showing that the market is buoyant.
Under Scotch Whisky regulation, Scotch must mature for a period of years in Scotland, in fact, the spirit is not officially Scotch Whisky until it has matured for a period of 3 years. The Whisky market is a key commercial market, driven by supply and demand. The age-old dilemma for the industry is that you can’t have a 12 year old Single Malt without allowing it to mature in a warehouse for 12 years, meaning that the supply is based on demand 12 years ago and distilleries can’t simply create aged spirit today which they can sell tomorrow: Time is key.
Thus, investment into production by distilleries does not affect already ageing stock and we see the supply and demand gap remaining for years to come, despite investment. With 90% of all Scotch Whisky being bottled or blended by the time it reaches 12 years old, demand for well-aged spirit further outstrips supply, offering a unique opportunity to investors. Growth markets such as India, Africa, South America and Asia have seen double digit growth in exports, showing that the market is buoyant.
COVID-19 disrupted the consumption and the supply of Scotch Whisky though the reduction in out of home consumption was largely counteracted by an increase of in home consumption and overall consumption figures are widely expected to outstrip pre-pandemic levels as lockdowns around the world ease further and economies open up again. Similarly, Brexit had an impact on exports to the EU, though the USA is by far the largest importer of Scotch Whisky and with the relaxing of US tariffs on Scotch Whisky imports largely coinciding with the timing of Brexit it added a welcome boost to US bound exports and softened the impact of Brexit. We have also seen unprecedented growth in exports to countries such as China, Taiwan, India, Mexico and even Latvia.
As of August 2021, overall export figures were up 30.59% on 2020’s figures and just 10% off 2019’s all time high. Overall, consensus is that we will be seeing new all-time highs in the near future as post Brexit/pandemic support for the industry kicks in coupled with the profile of Whisky drinkers Worldwide expanding, with younger Millennials now considered a key consumer market. We see this as a time for investors to be excited by the prospects within the Whisky market, rather than concerned.
COVID-19 disrupted the consumption and the supply of Scotch Whisky though the reduction in out of home consumption was largely counteracted by an increase of in home consumption and overall consumption figures are widely expected to outstrip pre-pandemic levels as lockdowns around the world ease further and economies open up again. Similarly, Brexit had an impact on exports to the EU, though the USA is by far the largest importer of Scotch Whisky and with the relaxing of US tariffs on Scotch Whisky imports largely coinciding with the timing of Brexit it added a welcome boost to US bound exports and softened the impact of Brexit. We have also seen unprecedented growth in exports to countries such as China, Taiwan, India, Mexico and even Latvia.
As of August 2021, overall export figures were up 30.59% on 2020’s figures and just 10% off 2019’s all time high. Overall, consensus is that we will be seeing new all-time highs in the near future as post Brexit/pandemic support for the industry kicks in coupled with the profile of Whisky drinkers Worldwide expanding, with younger Millennials now considered a key consumer market. We see this as a time for investors to be excited by the prospects within the Whisky market, rather than concerned.
All purchase costs are included within the purchase price and other than the ongoing storage and insurance, there are no other ongoing costs. As casks are held in duty suspension (bond), there are no other taxes to consider until selling the casks, unless you wished to remove them from their bonded storage, to take physical ownership or bottle.
All purchase costs are included within the purchase price and other than the ongoing storage and insurance, there are no other ongoing costs. As casks are held in duty suspension (bond), there are no other taxes to consider until selling the casks, unless you wished to remove them from their bonded storage, to take physical ownership or bottle.
When you are looking to sell your casks, in most cases we recommend that you sell the casks whilst still in bond, therefore you don’t need to rely on selling via auction or to bottle to realise your investment. Of course, should you wish to then you can. The Whisky market is a commercial market, therefore provided that casks are priced correctly, the market is often “willing buyer, willing seller” with multiple points of sale available.
When you are looking to sell your casks, in most cases we recommend that you sell the casks whilst still in bond, therefore you don’t need to rely on selling via auction or to bottle to realise your investment. Of course, should you wish to then you can. The Whisky market is a commercial market, therefore provided that casks are priced correctly, the market is often “willing buyer, willing seller” with multiple points of sale available.
Our team will find a purchaser and negotiate the best price for you. We have an extensive network covering both institutional and private investors, distillers, private bottlers and collectors. Provided that you are happy with the price offered we will complete the sale and all paperwork. This process takes a maximum of around 1 month to complete though is often much less. To sell the casks, we simply charge 5% of the profit made. What’s better, this is not charged if you have a buyer who you are selling to directly, or if you are reinvesting the proceeds into new casks with ourselves. This fee is significantly reduced on industry standards which range from 5-15% of total transaction value, ensuring our clients receive the best possible value from their Whisky cask investment.
Our team will find a purchaser and negotiate the best price for you. We have an extensive network covering both institutional and private investors, distillers, private bottlers and collectors. Provided that you are happy with the price offered we will complete the sale and all paperwork. This process takes a maximum of around 1 month to complete though is often much less. To sell the casks, we simply charge 5% of the profit made. What’s better, this is not charged if you have a buyer who you are selling to directly, or if you are reinvesting the proceeds into new casks with ourselves. This fee is significantly reduced on industry standards which range from 5-15% of total transaction value, ensuring our clients receive the best possible value from their Whisky cask investment.
As mentioned in other questions, Scotch Whisky is a commercial market, with casks being held in Scotland and transacted by corporate entities in Pounds Sterling. Therefore, we would recommend being wary if you have been quoted in a currency other than GBP (unless it is simply used to illustrate the cost in local currency rather than transacting in another currency) as the cask must have been originally purchased, and will be sold, in Sterling. We have seen casks priced in other currencies regularly, though generally these prices have been highly inflated on market value, therefore we always urge our clients to conduct proper due diligence. If you would like our opinion on cask prices or would like to discuss our available casks as a comparison then please get in touch with one of our team.
As mentioned in other questions, Scotch Whisky is a commercial market, with casks being held in Scotland and transacted by corporate entities in Pounds Sterling. Therefore, we would recommend being wary if you have been quoted in a currency other than GBP (unless it is simply used to illustrate the cost in local currency rather than transacting in another currency) as the cask must have been originally purchased, and will be sold, in Sterling. We have seen casks priced in other currencies regularly, though generally these prices have been highly inflated on market value, therefore we always urge our clients to conduct proper due diligence. If you would like our opinion on cask prices or would like to discuss our available casks as a comparison then please get in touch with one of our team.
Casks can be sold at any time, though the spirit does need to mature to increase in value and offer growth to investors. As a guide we recommend a hold period in the region of 3-5 years as a base, though in certain circumstances this can be reduced. Of course, the longer that a cask matures, the higher the value will increase, so for longer hold periods growth is often inflated further.
Casks can be sold at any time, though the spirit does need to mature to increase in value and offer growth to investors. As a guide we recommend a hold period in the region of 3-5 years as a base, though in certain circumstances this can be reduced. Of course, the longer that a cask matures, the higher the value will increase, so for longer hold periods growth is often inflated further.
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WHAT OUR CLIENTS SAY
“Like the majority of people in the world, luxury asset investment has never been top of my agenda due to knowledge and affordability. I met Chris and Byron of Altvest during virtual business training sessions in lockdown. At a follow up meeting we very quickly recognised our joint interest in the whisky industry. I made enquiries about their cask investment portfolio and decided to buy from them if I could afford to do it. I am pleased to say I have made my first ever investment in a cask of whisky and I can add that the knowledge, integrity and enthusiasm of the guys made this purchase an absolute pleasure. I have no hesitation in recommending their services to anyone."
— RAY BLACK | UNITED KINGDOM
