HALIFAX STOCKS & SHARES ISA.

Please remember that the value of an investment and the income from it can go down as well as up and you may get back less than you invested. For international/overseas based investments, this can also happen as a result of exchange rate fluctuations.
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 Adviser.

What is a Stocks and Shares ISA?

A stocks and shares ISA is a tax-efficient way to invest money as you don't pay tax on any income or capital gains you've made on your investments. 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.


I’m a new customer, what do I need to know about the Halifax Stocks and Shares ISA?

Applying for a Stocks and Shares ISA?


I’m an existing customer, but I need a little more help with my account.


I need some help with managing my account

I need some help with transferring


Tell me more about ISA rules and the new tax year.

Get up to speed on ISAs for the start of the new tax year on 6th April


How to subscribe into the Stocks and Shares ISA

  1. Sign in
  2. Click on ‘Account Management’ in the right-hand navigation
  3. Fund your account

Tell me about ISA limits

Each year the Government allows you to invest in a tax-efficient product called an ISA, or Individual Savings Account. The maximum amount you can invest in the current tax year is £20,000. You can choose to invest your full allowance into a cash ISA, a stocks and shares ISA, or an innovative finance ISA or any combination of the three.

Alternatively you can split your allowance by investing up to £4,000 in a Lifetime ISA and the remaining allowance between any combination of the other three types of ISA, as long as you don’t exceed £20,000 in total across your ISAs.

For example, if you invest £10,000 into your stocks and shares ISA, you must save no more than £4,000 in your Lifetime ISA and £6,000 within a cash ISA and/or an innovative finance ISA.


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.