Winegrowing land is adjusting to the crisis – What if now was the time to invest? 🍇

The wine market, like many other economic sectors, has seen major fluctuations in recent years. The current climate could offer real opportunities for investors looking to move into this sector. With a welcome readjustment in land prices and attractive tax incentives, it could be a good time to consider buying a vineyard.

Attractive tax arrangements under the 150 OBTER scheme

The OBTER article (or ‘Optimisation de la Fiscalité des Transmissions Entreprises et Réussites’) offers an attractive tax framework for new investors who have sold their business. They can benefit from the suspension of their capital gains by re-employing them in a business.

Inheritance tax and rural leases

Winegrowing properties can be owned and operated under rural leases, which means that they can benefit from favourable tax treatment when they are transferred. Forthcoming measures will make it possible to reduce inheritance tax considerably, thanks to the new law on inheritance tax, which will be even more advantageous as it significantly raises the ceiling on the values eligible for tax relief (from 50% to 75%).

SAFER: Less pressure on the market in the future

The current state of the wine economy is leading to a reduction in the presence of the SAFER. With less competition on the market, investors can negotiate fairer prices. This readjustment of prices is becoming an attractive factor for investors, with fewer risks of pre-emption.

Conclusion: a favourable period for acquisitions is opening up

The wine market, with the current adjustment in prices, attractive tax conditions and favourable transfer arrangements, represents a real opportunity for investors. Company structures and the reduced role of the SAFER are also helping to create a favourable environment for investment. At a time when the stock market remains volatile, and other investments may seem risky, turning your attention to wine could well be the right strategy despite the tension on the wine markets. 🍇🧑‍🌾

The Vinea Transaction team 🍇✨