Halifax Self-Select Stocks and Shares ISA

The new tax year has arrived! Are you making the most of your ISA allowance?

Each year the government allows you to invest in a tax-efficient product called a stocks & shares ISA. Any potential profit from cash invested into a stocks & shares ISA is completely free from Capital Gains Tax! Your ISA allowance for the 2014/15 tax year is £11,880.

What is a Stocks and Shares ISA?

A Stocks and Shares ISA is a tax-efficient way to invest money as all potential profit is exempt from Capital Gains Tax. You can choose to invest your money in a wide range of ISA qualifying stocks and shares from both the UK (including AIM stocks) and on six international markets. You can also invest in funds, bonds, gilts and more - our ISA is self-select so you decide exactly what you want to invest in. 

The ISA limit for the current tax year is £11,880. You can choose to invest your full allowance into a stocks and shares ISA or alternatively you can split your allowance between a cash ISA and a stocks and shares ISA, as long as no more than £5,940 is saved in a cash ISA in any one tax year. For example, if you invest £10,000 into your stocks and shares ISA, you must save no more than £1,880 in a cash ISA.

ISA allowanceSubscribed to a
cash ISA
Available to invest in a
stocks & shares ISA
£11,880 Zero £11,880
£11,880 £1,880 £10,000
£11,880 £5,940 £5,940

With the award-winning Halifax Self-Select Stocks and Shares ISA you pay a simple flat-rate annual administration charge of just £12.50! All real-time online trades cost £12.50 commission and if you set up a scheduled monthly investment the commission charge is £2 per stock.

What other charges do I pay?

Our new Stocks and Shares ISA administration charges are extremely competitive. Please familiarise yourself with the following charges before opening an account. 

Real-time online trades £12.50 commission
Scheduled regular investments £2.00 commission
Annual administration charges £12.50 per year (including VAT)
Transferring in shares from another ISA manager FREE
Transfer in from an approved sharesave scheme FREE
Transfer out charges £25 per investment (maximum £125)
ISA closure fee/transfer fee FREE

Apply for a Halifax Self-Select Stocks and Shares ISA

If you’re thinking of applying for a Halifax Share Dealing Self-Select Stocks and Shares ISA, please make sure you’ve read, and taken the necessary steps to understand the risks, important information and familiarise yourself with our dealing and administration charges.

Apply online now and you could be trading within minutes - please note further documentation may be required to complete your application.

Already got a Halifax Share Dealing Account? To open a Self-Select Stocks and Shares ISA all you need to do is sign-in, click on 'Account Management' on the left-hand side and 'Add a Product‘.

Halifax Share Dealing Limited.  Registered in England and Wales no. 3195646.  Registered Office: Trinity Road, Halifax, West Yorkshire, HX1 2RG.  Authorised and regulated by the Financial Conduct Authority, 25 The North Colonnade, Canary Wharf, London, E14 5HS under registration number 183332.  A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.

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Please remember the value of your investment can go down as well as up and you may not get back the full amount you invest.

We don't provide advice so if you are in any doubt about buying and selling shares or making your own investment decisions we recommend you seek advice from a suitably qualified Financial Advisor.

Transfer your existing stocks and shares ISA to us

  1. Open a Halifax Stocks and Shares ISA
  2. Download an ISA transfer form
  3. Print, complete and sign the form returning it to the address provided on the form

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