Financial Advisor Invoice Generator for Luxembourg
Create professional financial advisor invoices for clients in Luxembourg. This free invoice generator combines financial advisor-specific billing practices with Luxembourg's tax requirements (17% TVA) and preferred payment methods like Bank Transfer and SEPA.
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Luxembourg Tax Information
TVA is 17% standard, 8% reduced, 3% super-reduced. Financial services often exempt. Source: Luxembourg Tax Administration.
Financial Advisor Services to Invoice
- Financial planning
- Investment advisory
- Retirement planning
- Tax planning
- Estate planning
- Insurance review
- Wealth management
Invoice Requirements in Luxembourg
Payment Terms
Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
Payment Methods in Luxembourg
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 Luxembourg?
Luxembourg has 17% TVA. TVA is 17% standard, 8% reduced, 3% super-reduced. Financial services often exempt. Source: Luxembourg Tax Administration.
What payment methods are common for financial advisors in Luxembourg?
Common payment methods in Luxembourg include: Bank Transfer, SEPA, Credit Card, PayPal. Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
What should financial advisor invoices include in Luxembourg?
Your invoice should include: VAT number, Business registration, Client details, 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 TVA rates apply?
Luxembourg has 17% standard VAT, 8% for specific goods, 3% for food/water/medicines. Many financial services exempt.