21d • General discussion
Tax Free Haven Which Monetises Over Time
To give you the full picture, whisky isn’t just holding steady – it’s positioned to boom harder than ever over the next 5–10 years, and here’s why:
India – UK FTA
Tariffs have dropped from 150% to 75%, continuing down to 40% over the next decade. India is already the biggest whisky-drinking nation on earth, and Johnnie Walker is the number one imported brand. This instantly doubles the potential for Scotch exports and makes older stock from Diageo-owned distilleries like Caol Ila even more valuable.
Asia Pacific expansion
- Hong Kong: after their spirits tax was slashed in October, whisky sales jumped 60% in just months.
- Vietnam & CPTPP nations: Scotch sales are up, with Vietnam’s whisky market booming by ~26% annually.
Global consumption guarantees scarcity
Every cask is a wasting asset: it matures, gets bottled, drunk, and is gone forever. Unlike property or equities, no one can build more of the same vintage year. Time itself forces rarity.
Sustainability & regulation
The Scottish government has proposed banning the commercial sale of peat by 2030. If that goes through, peated whiskies like Ledaig, Caol Ila, and Ardmore will become as rare as distilleries that closed in the 80s, modern-day collectibles.
Luxury & prestige positioning
High-net-worth collectors in India, China, the Middle East and the US see single malt as the new fine wine. Rare Scotch is now a global status symbol, and the competition for older, rarer casks is only increasing.
Uncorrelated, inflation resistant returns
Stocks, property, even gold are tied to interest rates, currencies, and political cycles. Whisky isn’t. Its value comes from three simple, unstoppable factors:
- Time – casks get older, never younger.
- Consumption – millions of bottles are opened daily worldwide.
- Scarcity – the number of casks from a given vintage can only go down.
That is why investors who enter today are locking themselves into a market where profit is driven by fundamentals no government or central bank can manipulate.
I look forward to speaking to you again and helping you in to this lucrative market.
Warm Regards,
Jonathan Harris
Senior Consultant
UKV International AG
UKV International AG, Bahnhofstrasse 21, 6300 Zug, Switzerland
Disclaimer:This email was sent by Jonathan Harris, an Independent consultant and operates as a Registered Introducer to UKV International AG. This email is confidential and intended solely for the use of the individual to whom it is addressed. Any views or opinions presented are solely those of the author and do not necessarily represent those of UKV International AG. If you are not the intended recipient, be advised that you have received this email in error and that any use, dissemination, forwarding, printing, or copying of this email is strictly prohibited. If you have received this email in error, please notify UKV by telephone on (+41) 43 508 4066.
0
2 comments
Tax Free Haven Which Monetises Over Time
skool.com/wishbone-community-1387-sync
Property • AI • Entrepreneurship. Learn to source deals, build bots & create income streams that run 24/7.Property.
Leaderboard (30-day)
1
+1
2
+1
Powered by