Europe's Leading Fine Wine Investment House

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IFA information and CMS will be available soon. Until it is released please take the time to read through the benefits of Fine Wine as a IFA Investment Fund for your Future

Fine Wine - v- I.S.A.

Freatures	Fine Wine	ISA
Capital Gain Tax	Not Charged	Not Charged
Income Tax	Not Charged	Not Charged
Limit	No Upper Limit	Maxi £7,000 Mini £3,000
Minium	£5000 Single Investment £100 A Month	Monthly Saving Scehemes £83.33
History	Fine Wines Have At Least 240 Year Investment History	Equities Have a Varied and Volatile History
Performance	Wine Index is Steadier, And Has Consistently Out Performed the Stock Market Index	Subject to World Economic Pressures- Suffers From Volatility
Inheritance Tax	Liability On The Whole Value On Death	Liability On The Whole Value On Death
Availability	Limited - Due To Appellation Controlee- Finite Production	Unlimited -Unitised
Rarity Value	30% Of New Wines Taken Immediately For Drinking. Continuous World Consumption Creates Its Own Rarity Value	None
VAT & Duty	Not Applicable As Long As Wine Is Purchased And Kept In UK Government Bond	Could Become Applicable
Charges	1.5% Annual Management Fee charged on portfolio value. Includes-Selection & Purchase of Wines, Full Cellar Management , Newsletters and Valuations and Sales. Storage in Bond & Insurance is charged at £8.50 + VAT per case per Annum in Advance	Up to 6% Bid & Offer Spread Or Exit Charge. Annual Management Charge 0.5% - 2.5% Of Fund Value

For more information on IFA Products please contact gavin Gavin Saffer Sales Director
telephone: 020 8905 4495 or mobile 07747 007829

Malcolm Crossley Northern Sales Manager
Telephone: 01625 610932 Mobile: 07759 412361

Fine Wine - v- I.S.A.

Freatures

Fine Wine

ISA