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 allowance||Subscribed to a |
|Available to invest in a
stocks & shares ISA
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.
- Halifax Share Dealing Terms & Conditions (including Share Dealing ISAs)
- Order Handling Policy
- Summary of Conflicts of Interest Policy
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‘.