Halifax Self Select Funds ISA
The Halifax Self Select Funds ISA is no longer available for new customers. If you’re interested in trading funds (or any other investment) within an ISA, you can use the Halifax Self-Select Stocks & Shares ISA.
Information for existing customers only
Charges
| Dealing commission | FREE* |
| Scheduled regular investments | FREE* |
| Annual administration charges | FREE |
| Transfer out charges | £25 per investment |
*Fund managers will typically charge an initial commission of anything up to 5%. In addition to this upfront cost there will often be an annual management charge of up to 1.5%. We offer a wide range of funds with discounted initial charges or an initial charge of 0%.
ISA limits
Each tax year HM Revenue and Customs (HMRC) sets an amount which investors can put into their ISA. The ISA limit for the current tax year is £11,520. You can choose to invest your full allowance into a stocks & shares ISA or alternatively you can split your allowance between a cash ISA and a stocks & shares ISA, as long as no more than £5,760 is saved in a cash ISA in any one tax year. For example, if you invest £10,000 into your stocks & shares ISA you must save no more than £1,520 in a cash ISA.
| ISA allowance | Subscribed to a cash ISA | Available to invest in a Funds ISA |
| £11,520 | £0 | £11,520 |
| £11,520 | £1,520 | £10,000 |
| £11,520 | £5,760 | £5,760 |
