Closing your account and gifting to charity
If you’d like to close your account and gift your remaining cash and/or stock to charity, then you can do this using our online form. You can use the form to donate stock and/or cash up to a value of £250.
Please note: charitable donations may have tax implications for some customers. If you’re unsure then please seek professional tax advice.
You can use this form to close your account if:
- You have a sole account; and,
- You have a single nationality.
Once this form is submitted, we will close all Halifax Share Dealing Accounts, ShareBuilders and Stocks and Shares ISAs associated with your Personal Reference Number (PRN). We will confirm by email once your account is closed which may take up to 90 days and you may continue to receive statements during this time.
If you want to donate more than £250 in cash, have dual nationality, or want to close a SIPP or Junior ISA, then please call us on 0345 722 5525 to close your account and discuss your options. Our opening times are 8am to 9pm, Monday to Friday.