Financial Advisor Invoice Generator for Lithuania
Create professional financial advisor invoices for clients in Lithuania. This free invoice generator combines financial advisor-specific billing practices with Lithuania's tax requirements (21% PVM) and preferred payment methods like Bank Transfer and Credit Card.
Free, no registration required. Your data stays in your browser.
Lithuania Tax Information
PVM is 21% standard, 9% for heat/books, 5% for medicines. Registration above €45,000. Source: State Tax Inspectorate Lithuania.
Financial Advisor Services to Invoice
- Financial planning
- Investment advisory
- Retirement planning
- Tax planning
- Estate planning
- Insurance review
- Wealth management
Invoice Requirements in Lithuania
Payment Terms
Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
Payment Methods in Lithuania
Financial Advisor Invoice Tips
- Include advisor registration
- Reference advisory agreement
- Note AUM if applicable
- Document planning deliverables
- Meet compliance requirements
Frequently Asked Questions
What tax rate applies to financial advisor invoices in Lithuania?
Lithuania has 21% PVM. PVM is 21% standard, 9% for heat/books, 5% for medicines. Registration above €45,000. Source: State Tax Inspectorate Lithuania.
What payment methods are common for financial advisors in Lithuania?
Common payment methods in Lithuania include: Bank Transfer, Credit Card, PayPal, Revolut. Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
What should financial advisor invoices include in Lithuania?
Your invoice should include: Company code, PVM code if registered, Client code, Invoice number. For financial advisor services specifically, also include: Financial planning, Investment advisory, Retirement planning.
How should financial advisors structure fees?
AUM percentage (0.5-1.5%), flat retainer, hourly, or project-based. Disclose fee structure clearly.
What compliance info should be on invoices?
Advisor registration (CFP, RIA), firm info, and fee disclosure language as required.
What PVM rates apply?
Lithuania applies 21% standard VAT, 9% for heating and books, 5% for medicines. EU rules apply.