Financial Advisor Invoice Generator for Malta
Create professional financial advisor invoices for clients in Malta. This free invoice generator combines financial advisor-specific billing practices with Malta's tax requirements (18% VAT) and preferred payment methods like Bank Transfer and Credit Card.
Free, no registration required. Your data stays in your browser.
Malta Tax Information
VAT is 18% standard, 7% for accommodation/restaurants, 5% for essentials. Source: Maltese Tax and Customs Department.
Financial Advisor Services to Invoice
- Financial planning
- Investment advisory
- Retirement planning
- Tax planning
- Estate planning
- Insurance review
- Wealth management
Invoice Requirements in Malta
Payment Terms
Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
Payment Methods in Malta
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 Malta?
Malta has 18% VAT. VAT is 18% standard, 7% for accommodation/restaurants, 5% for essentials. Source: Maltese Tax and Customs Department.
What payment methods are common for financial advisors in Malta?
Common payment methods in Malta include: Bank Transfer, Credit Card, PayPal, Cash. Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
What should financial advisor invoices include in Malta?
Your invoice should include: VAT registration number, Business address, 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 VAT rates apply in Malta?
Malta has 18% standard VAT, 7% for accommodation and restaurant services, 5% for electricity and medical equipment. Zero-rated exports.