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The Circle programme · advisorship workspace

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Needs you today

Action queue

All clear

{{ overviewActionCount }} to action

Nothing needs you right now — every update is approved, payments are on track and this year's seats are filled. New tasks land here as they arise.

Casks owned

12 seats each→

VIP clients cultivated

across the firm→

Places seated

{{ kpiReserve }} in reserve→

Updates to approve

Review queue→

The secret sauce · non-financial touchpoints

Reasons to call — this week

{{ reasonsCount }} ready

Every milestone is a warm reason to reach out that has nothing to do with performance — the programme hands the advisorship one at each step, for twenty years.

No reasons to call yet. Once you seat a client in a cask, milestones start surfacing here automatically.

{{ x.who }} · {{ x.caskNo }}

What the Circle is doing for the firm

Not a referral line — a way to reward and hold the relationships the business runs on.

Retention, next-generation and referral figures appear here once your firm has clients seated in casks.

Retention · clients with a place or cask98%

Next-gen relationships opened71%

Members introducing a peer44%

Coming up

Nothing scheduled yet. Tastings, bond visits and milestones will appear here as you plan them.

Included with every cask · priced in

The years are long. The glass needn't be empty.

bottles a year

mixed cases

Year 1

to homecoming

Each year's two cases

The Bird

Smooth & cheeky — vanilla, buttery fudge, warm spice

× 4

The Roller

Rum-finished — clove, allspice, ripe banana

× 4

The Tippler

Bold & unruly — black pepper, sticky raisins

× 4

The portfolio

Our casks

Every cask the firm holds under bond at Larch Grove — open one to see its rotation, samples and maturation record.

Casks under bond

at Larch Grove, Co. Carlow

Programme value

est. bottled value held

Maturing to 2040+

long-horizon relationships

Casks in the Carlow bond

Every cask carries an annual allocation of the range — two mixed cases a year, delivered on its anniversary until the homecoming.

Revenue-approved tax warehouse

Larch Grove Bonded Warehouse

Ballytarsna, Nurney, Co. Carlow, R93 CX97, Ireland

Under bond · duty & VAT suspended

Warehousekeeper approval

IE/BW/0421

Excise trader no. (SEED)

IEWK37041

Revenue registration

4726193T

Customs EORI

IE4726193T

Proprietor

Mount Leinster Distillers Ltd

Bond class

Excise · maturation

Supervising office

Revenue — South East

Insurance cover

All-risks, in-bond

Registration references are placeholders pending confirmation with Revenue & the warehousekeeper.

Cask no.	Channel	Name / dedication	Design	Seats	Next case	Laid down	Current age	Matures	Maturity
No casks in the bond yet. Go to Build & buy to compose and reserve your firm's first cask.
{{ k.no }}	{{ k.chanLabel }}	{{ k.title }}	{{ k.design }}	{{ k.seatsLabel }}{{ k.seatsFree }} openDedicated	{{ k.allocNext }}	{{ k.laid }}	{{ k.currentAge }}	{{ k.matures }}	{{ k.pct }}→

Progression samples

Small 20–50cl samples drawn from the cask as it matures — one per seat, for each of this year's twelve. Available once the cask is laid down in our bond and has had at least six months in the wood. After that, request one any time — on demand, drawn and shipped in about ten days, or timed to arrive for a date that matters. A ready-made reason to sit with your client and mull over how it's coming along. You can also request from any cask's record above.

{{ sampleReqCount }} requested

Cask	Holder	Placement	This year's sample	Samples	Window	Request
{{ s.no }}	{{ s.holder }}	{{ s.channel }}	{{ s.sampleLabel }}{{ s.histLabel }}	{{ s.sampleQty }} {{ s.sampleQtyLabel }}	{{ s.window }}

Included with every cask · priced in · nothing for advisers to administer

The years are long. The glass needn't be empty.

From the day a cask is laid down, ownership carries an annual allocation of the Flying Tumbler range — delivered every year on the cask's anniversary, right up to the homecoming. Whiskey to gift, share and host with, from the very first year. It arrives without anyone lifting a finger; your clients simply receive it, with their name on the manifest.

bottles a year

mixed cases

Year 1

to homecoming

bottles this year — 12 for each of your {{ allocCaskCount }} casks laid down

Share it

Whiskey to share, from the very first year.

This year's range · four of each fills the two cases

⤢ View

{{ b.abv }} · {{ b.cask }}

Nose

Palate

Finish

In every annual case× 4

{{ alloc.note }} On longer casks, later years fold in limited and single-cask bottlings so a twenty-one-year owner never opens the same case twice.

{{ shotZoom.abv }} · {{ shotZoom.cask }}

Upcoming allocations

Every cask's next anniversary case, in calendar order. Prepared and shipped by the distillery — advisers are notified, nothing to action.

{{ allocTotalCases }} cases · {{ allocCaskCount }} casks this year

Due	Cask	Holder	Placement	Edition	Cases
Allocations appear here once your first cask is laid down.
{{ a.when }}	{{ a.no }}	{{ a.holder }}	{{ a.channel }}	{{ a.edition }}	2

Previously fulfilled

{{ allocFulfilledCount }} annual cases delivered to date. A quiet record of the promise being kept, year after year.

✓

{{ f.cases }} cases · 12 bottles

✓

Cask reserved

No payment has been taken. This is a hold, not a purchase.

Reservation ref

Held for

14 days

Indicative total

What happens next

Your relationship manager confirms the cask spec and final figure with you — usually within two working days. Nothing is charged yet.

You approve and pay to confirm. The cask is then ordered from Larch Grove — a new fill is distilled or drawn to your spec.

It's filled and laid down under bond. There can be a short lead time between payment and lay-down while the cask is prepared.

Once under bond, its twelve seats unlock — you seat holders from your VIP list, and it joins the rotation and tasting room.

Your relationship manager

Catherine Moore

catherine.moore@legacycask.com · +44 131 555 0142

3Seat your CircleOptional · do it any time

Seat your Circle when you're ready

No need to decide the twelve now. Once the cask is reserved it lands in your portal, and you can seat clients, colleagues and referral sources at your own pace — pencil a name or two in below if you like.

🔒

Reserve the cask to unlock seating

You can seat your Circle once this cask is reserved above — seats are held against a reserved cask, not a draft.

Allocate the Circle

Seat this year's twelve

Tap a seat to place a client, colleague or referral source. Open seats stay in the firm's reserve until you fill them. Next year you re-cast the twelve — roll people over or bring a fresh group in.

Seats on this cask

Every cask carries twelve seats, re-cast each year — only who holds them changes.

Seated

In reserve

Total seats

ONE SHARED
CASK

PLACE {{ s.num }}

Dedicate the cask

One barrel, one marquee relationship

The relationships the business runs on

Clients & team · {{ kpiClients }}

Everyone in a cask — clients, colleagues and referral sources — and the advisers who hold the relationships.

Client	Placement	Cask	Annual case	Relationship owner	Messages
No clients or team seated yet. Use Add to bring in your first VIP client or colleague.
{{ c.initials }} {{ c.name }} {{ c.note }}	{{ c.channel }}	{{ c.cask }}	{{ c.allocNext }}	{{ c.adviser }}{{ c.adviserName }}	{{ c.thread }}

Flag the moments that matter

The occasions calendar

Flag every birthday, anniversary and milestone across the years ahead — and pair each with a branded progression sample from your client's own cask, drawn and delivered in time for the day. {{ occSoonCount }} in the next 30 days.

Upcoming occasions · {{ occCount }}

No occasions yet. Add your clients' birthdays, anniversaries and cask milestones and they'll surface here as reasons to reach out.

◗ Branded sample

Bring the story to life

Bond & Ireland visits

Schedule a tour of the bonded warehouse or a cask homecoming — we host, you look after the relationship. Everything coordinated through the portal.

MON

TUE

WED

THU

FRI

SAT

SUN

Tap any day to book a visit to the bond · dots mark scheduled guests.

Scheduled visits · {{ visitCount }}

Guest	Experience	Date	Guests	Status
No visits scheduled yet. Book a bond tour, Adare stay or homecoming for a client.
{{ v.initials }} {{ v.client }}	{{ v.type }}	{{ v.dateLabel }}	{{ v.guests }}	{{ v.status }}

Client engagement, through whiskey

The rotation

Every cask the firm holds carries twelve seats. Each year you re-cast them — bring in a fresh twelve, roll people over, or pull past holders back. Every seat gets that year's progression sample, a virtual tasting and portal access. Reach compounds: twelve a year becomes twenty-four in two, and {{ rotLifeReach }} or more across the cask's life — the longer you leave it in wood, the further it reaches. Bottles aren't spoken for up front — you decide who receives them at bottling.

No casks in rotation yet

Reserve your firm's first cask and its twelve seats open up here — ready to seat clients, colleagues and referral sources, year after year.

Which cask

Active cask

Seats filled

Stakeholders engaged

across {{ rotCaskCount }} casks

Reach over cask life

12 seats × the years in wood

This year's twelve · {{ rotYear }}

{{ rotBreakdown }} · {{ rotCaskTitle }}

All twelve seats are taken — open another cask to bring more stakeholders into the programme.

seats filled

＋

Seat {{ seat.num }}

Anyone on the firm's advisorship can seat a client, colleague or referral source into the active cask. Roll people over next year, or bring a fresh twelve in — it's entirely your call.

Rotations to date · {{ rotEngaged }} stakeholders engaged

Each year's cohort, and how many were new versus brought back.

{{ rotTimelineToggleLabel }}▾

CURRENT

Bottles are decided at bottling — not up front.

A seat is a place in the experience, not a claim on the whiskey. When the cask matures you choose who receives bottles — favourite stakeholders across every rotation, and a reserve for the business. Open the bottling tool →

When the cask comes of age

Bottling & allocation

At maturity the cask is hand-bottled at Larch Grove and yields a finite number of bottles. This is where you decide who receives them — split the run across the stakeholders who held a seat over the cask's life, and keep a reserve for the business. Nothing is fixed until you confirm at bottling.

Which cask

Estimated yield

70cl bottles at {{ botAbv }}

Allocated

{{ botPeopleCount }} stakeholders

Business reserve

held back for the firm

Remaining

still to assign

Who gets bottles

Everyone who held a seat across {{ botCohortCount }} rotations of {{ botCaskNo }}.

◈

Business reserve

Held back for the firm — gifting, tastings, stock.

{{ p.note }} · {{ p.yearsLabel }}

★ Long-standing

Yield is indicative — the true bottle count is set at bottling, after the angel's share. A place in a Circle is never a fixed bottle entitlement; allocation is the firm's to decide here.

Once a year · at the bond

The Féile — your Circle, together at Larch Grove.

Once a year, bring the whole Circle to the bond — a day of tasting, food and music in the Barley Belt. Set the date, invite this year's twelve (and their guests), and track who's coming. The one occasion that turns twelve individual relationships into a community.

Coming

Guests

Invited

This year's Féile

Larch Grove · Co. Carlow

Guest list · {{ feileGoing }} of {{ feileInvited }} coming

+1 guest

Taste & toast

Nose the Circle's cask in the warehouse and raise a glass together.

Walk the bond

Meet the Flying Tumbler team who look after every cask.

A day in Carlow

Food and music in the Barley Belt, the heart of Ireland's Ancient East.

Taste the cask maturing, together

The tasting room

Run a guided virtual tasting of a client's progression samples — hosted by you, or by Flying Tumbler from Larch Grove. Pour by pour, everyone noses, scores and takes notes together over video, and it all saves to the cask's history.

No casks with samples yet. Once a client's cask is laid down and its first progression sample is drawn, you can host a tasting here.

Whose cask

{{ t.sub }} · {{ t.no }}

LIVE

◦ ROOM CLOSED

Video

Samples & delivery

{{ tastingReqStatus }} · rush draws arrive in ~10 days.

{{ tastingDelivReady }}/{{ tastingDelivTotal }}

have their vials for this pour — check before you go live

Guided lineup

Pour {{ tastingPourNo }} of {{ tastingPourCount }} · you advance the room

{{ p.label }} sample

{{ p.when }} · {{ p.colour }} · {{ p.abv }}

Now pouring

Score this pour

Room average

{{ tastingOverall }}/100

Flavour wheel · {{ tastingWheelLabel }} cask

tap to tag · size shows the room's fingerprint

Cask

Room chat

{{ tastingChatCount }} in the room

{{ m.who }} · {{ m.time }}

Scheduled tastings · {{ tastingSessCount }}

{{ v.guests }} joining

Progression archive · {{ tastingHolder }}

Every sample this cask has been tasted through — how the room scored it as the whisky matured.

Sample	Tasted	Present	Room score	Note
No tastings recorded for this cask yet. Host one above and it lands here.
{{ a.sample }}	{{ a.when }}	{{ a.present }}	{{ a.score }}	{{ a.note }}

Flying Tumbler drafts; the advisorship sends.

Flying Tumbler never contacts your clients directly. It prepares cask updates and milestone notes for you — you edit, approve, and send them under your own brand, or write your own.

Update queue

No updates yet. As your casks reach milestones, we'll draft notes here for you to approve and send.

{{ u.status }}{{ u.cask }} · {{ u.audience }}

Drafted by {{ u.author }}

✓ Sent {{ u.sentDate }}

Plan it in detail

The experience builder

Build the golf-and-Ireland itinerary around the cask, course by course.

White-labelled to your brand

The Circle toolkit

Every client-facing asset carries Halworth & Vane; Flying Tumbler stays a discreet credit.

{{ t.tag }}→

Account

Settings

Your firm's details and branding — everything the client-facing portal and documents are white-labelled with.

✓ Changes saved — the portal and documents now use these.

Firm profile

Shown across the portal, the client landing page and every document.

Company name

Trading name (portal)

Company address

Company reg. no.

VAT number

Branding

Your logo, colour and portal address — how the white-labelled experience looks to clients.

Company logo

⤒ {{ setLogoLabel }}

Brand accent

Portal address

circle..com

Preview

circle.{{ setSubdomainOr }}.com · white-labelled to your firm

Team

Colleagues and advisers with access to this workspace.

Account

Billing & payments

Reservations, annual allocations and trip payments across the firm — synced from Stripe.

Connected to Stripe

Account acct·H&V·private-wealth · payments sync automatically

Last synced 16 Jul 2026, 09:14

Received to date

{{ payReceivedCount }} payments cleared

Scheduled

Upcoming instalments

Next payment due

{{ payNextDate }} · {{ payNextLabel }}

Needs attention

Failed — retry pending

Payment history

Every charge across your casks, allocations and trips — pulled live from Stripe. Nothing to reconcile by hand.

Date	Cask	For	Method	Plan	Amount	Status
No payments yet. Charges appear here once a client reserves a cask.
{{ p.when }}	{{ p.cask }}	{{ p.kind }} {{ p.label }}	{{ p.method }}	{{ p.plan }}	{{ p.amtLabel }}	{{ p.stLabel }}

Amounts shown gross in EUR. Card and reference numbers are illustrative pending live Stripe connection. Payment is between your firm and Flying Tumbler; the final bottled whiskey is sold through a licensed retailer.

← Back to toolkit

⚠️

Draft — placeholder text for legal review. Every clause below is a structural placeholder. Nothing here is approved or binding. Halworth & Vane’s counsel to supply final wording before this is issued to any seat-holder.

Cask ownership agreement

Terms & Conditions

These terms govern the commissioning, ownership, maturation and bottling of a cask laid down through the Circle programme — both Signature commissions and places in a Circle. [Placeholder — legal to confirm scope, governing entity and preamble.]

Version

v0.1 — draft

Effective

[to be set]

Governing law

[England & Wales?]

Acceptance

At purchase, the seat-holder confirms they have read and accept these terms. Acceptance is captured with a timestamp and the version accepted, and a copy travels with the ownership certificate. [Placeholder — legal to confirm acceptance mechanism and record-keeping.]

Seat-holder signature

Date