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  1. Depending on where you live, you may never owe income taxes on the payments you receive from the bond’s issuer, but they may be subject to the alternative minimum tax or AMT Benefits of tax-free municipal bonds.

  2. Unit Investment: Trust Investment fund created with a fixed portfolio of investments that never changes over the life of the trust. As investments within the trust are paid off, they provide a steady, periodic flow of income to investors. Unlimited Tax Bond: A bond secured by the pledge of taxes that are not limited by rate or amount.

  3. Tax-free municipal bond specialist servicing High-Net-Worth investors for over 40 years. For High-Net-Worth individuals, tax free municipal bonds are among the most popular types of investments and one of the few tax shelters available today.

  4. GMS believes that transparency related to the services we offer, the fees we charge and the business model we follow is essential to establishing a trusted relationship with clients. GMS specializes in tax-free municipal bonds while providing a full range of investment products and services.

  5. An investment trust is subject to Corporation Tax on its income in the normal way, but is not subject to tax on any chargeable gains (TCGA92/S100 (1)). Investment trusts also are exempt...

  6. www.linkedin.com › company › the-gms-groupThe GMS Group - LinkedIn

    In a Class of Our Own The GMS business model is unique among tax-exempt municipal bond specialty firms as we service the three major categories of tax-free municipal bond investors;...

  7. As limited companies, investment trusts are within the charge to Corporation Tax. Investment trust companies which have been approved by HMRC (see IFM14120) are exempt from Corporation...

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