We’re pleased to share that Tomoka Fine & Rare recently contributed to a feature in The Times titled “Whisky investment is a shot worth taking.”
The article shines a spotlight on the rising interest in whisky as a tangible asset – a space we’ve operated in for over a decade. For us, it was a welcome opportunity to bring our voice and experience to a wider conversation on the value and viability of whisky investment.
Why Whisky, Why Now?
As traditional markets become more volatile and investors search for assets that offer both stability and character, whisky has naturally entered the conversation.
Unlike equities or real estate, whisky offers more than numbers, it offers story, heritage, and scarcity. Casks in particular benefit from maturation over time, meaning the longer you hold, the more developed and potentially valuable the asset becomes.
From a Tomoka standpoint, this isn’t just trend-chasing, it’s a strategy we’ve helped clients implement for years. We believe in the asset because we understand its fundamentals, not just its headline appeal.
From Bottle To Portfolio: How We Work
The feature also highlights the role firms like Tomoka play in helping clients navigate the whisky market. For us, that means offering a fully managed experience:
Our investment clients are as diverse as the casks themselves – collectors looking to deepen their passion, family offices diversifying portfolios, and individuals planning for the long term. What unites them is a desire to invest in something real, rare and refined.
Tax Efficiency: A Hidden Advantage
One aspect discussed in the article that deserves more attention is the unique tax treatment of whisky casks in the UK. Because casks are classed as “wasting assets,” they are most often exempt from Capital Gains Tax.
While tax shouldn’t be the sole reason to invest, it’s certainly a feature that adds weight to the asset class. We always recommend clients speak to their financial advisor, but we’re happy to help them ask the right questions.
The Road Ahead
We see this feature not as a finish line, but as part of a wider shift. Whisky is moving from niche to mainstream, and as that happens, it’s more important than ever to invest with insight.
At Tomoka, our goal remains the same: to bring clarity, quality and confidence to every client. Whether you’re curious about casks, seeking portfolio diversification, or simply want to explore what makes rare whisky so special, we’re here to help.
If you’d like to speak to a member of the Tomoka Fine & Rare team or learn more about our cask offering, don’t hesitate to get in touch.
— The Tomoka Team
Access our whiskey guide for the latest on cask whiskey ownership.
