Financial Advisor Invoice Generator for Portugal
Create professional financial advisor invoices for clients in Portugal. This free invoice generator combines financial advisor-specific billing practices with Portugal's tax requirements (23% IVA (standard)) and preferred payment methods like Transferência bancária and MB Way.
Free, no registration required. Your data stays in your browser.
Portugal Tax Information
IVA is 23% standard (mainland), 13% reduced, 6% super-reduced. Different rates in Azores/Madeira.
Financial Advisor Services to Invoice
- Financial planning
- Investment advisory
- Retirement planning
- Tax planning
- Estate planning
- Insurance review
- Wealth management
Invoice Requirements in Portugal
Payment Terms
Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
Payment Methods in Portugal
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 Portugal?
Portugal has 23% IVA (standard). IVA is 23% standard (mainland), 13% reduced, 6% super-reduced. Different rates in Azores/Madeira.
What payment methods are common for financial advisors in Portugal?
Common payment methods in Portugal include: Transferência bancária, MB Way, PayPal, Cartão de crédito. Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
What should financial advisor invoices include in Portugal?
Your invoice should include: NIF number, Business address, Client NIF, 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 IVA rates apply?
Mainland: 23%, 13%, 6%. Azores: 16%, 9%, 4%. Madeira: 22%, 12%, 5%.