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.
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.
Tax treatment depends on personal circumstances and may be subject to change.
A Stocks and Shares ISA is a tax-efficient way to invest money as any 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 Stocks and Shares ISA is self-select so you decide exactly what you want to invest in.
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 cash ISA, a stocks and shares ISA, or an innovative finance ISA. or alternatively you can split your allowance between any combination of the three.
You can also invest 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 £4,000 into your Lifetime ISA , you must save no more than £16,000 in total within a cash ISA , stocks and shares ISA or an innovative finance ISA.
Our Stocks and Shares ISA administration charges are simple and competitive. Please make sure you read and understand the following charges before opening an account.
|Annual administration charges
||£12.50 per year|
|Real-time online trades
||£12.50 dealing commission per trade|
|Scheduled regular investments||£2.00 dealing commission per trade|
|Transferring in shares from another ISA manager
|Transfer in from an approved sharesave scheme||FREE|
|Transfer out charges||£25 per investment (maximum £125)|
|ISA closure fee
||No closure charge, however, the current annual administration fee (pro-rated) is payable|
Before you apply for an account please make sure you’ve completed our checklist:
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 and click ‘Add an account’ on the right-hand menu.
Transfer to us by following these simple steps.
And that's it!