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Halifax Stocks and Shares ISA

Compare The Very Latest Stocks and Shares ISA rates
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Stocks & Shares ISA

from Nutmeg

Allows ISA Transfers
  • Fund Choice: Nutmeg offer 4 diversified portfolios with ETFs, using technology to keep charges low.
  • Invest From: Min. £500 single

Stocks & Shares ISA

from AJ Bell

Allows ISA Transfers
Regular Savings
  • Fund Choice: Wide range of stocks and shares, over 2,000 funds (unit trusts and OEICs), investment trusts and ETFs. Capital at risk.
  • Invest From: £25 pm

Stocks & Shares ISA

from Interactive Investor

Allows ISA Transfers
Regular Savings
  • Fund Choice: Access 40,000+ UK, US and international shares on 17 global exchanges. Choose from over 3,000 funds.
  • Invest From: £25 pm

Stocks & Shares ISA

from Hargreaves Lansdown

Allows ISA Transfers
Regular Savings
  • Fund Choice: Choose from over 3,000 funds, shares, investment trusts and more to build your portfolio. Capital at risk.
  • Invest From: £25 pm or £100 lump sum

Stocks & Shares ISA

from Best Invest

ISA Option
Allows ISA Transfers
Regular Savings
  • Fund Choice: Over 2,500 funds, UK shares, investment trusts and ETFs or choose Ready Made & Managed Portfolios
  • Invest From: No minimum

Stocks & Shares ISAs

from Fidelity

Allows ISA Transfers
Regular Savings
  • Fund Choice: Choose from over 4,000 investment options, including one of the widest fund ranges in the UK. With online guidance tools and expert fund ideas to help you choose. Capital at risk
  • Invest From: £25 pm

Stocks & Shares ISA

from Fineco

Allows ISA Transfers
  • Fund Choice: A complete multi-currency platform with low fees. Premium trading without premium prices. Choice of worldwide asset managers.
  • Invest From: £100
See Deal Zero Platform Fees - Until the end of the 2022/23 tax year if you open your ISA by 30 April 2022. 0.25% max when promo ends.

Stocks & Shares ISA

from Wealthify

Allows ISA Transfers
Regular Savings
  • Fund Choice: Choose your risk profile and have an investment Plan built and managed for you.
  • Invest From: £1

Stocks & Shares ISA

from Shepherds

Allows ISA Transfers
Regular Savings
  • Fund Choice: Invest in the Shepherds With Profits Fund which offers medium to low risk investing, with the aim of growing your money in a smooth manner over the long term.
  • Invest From: £30 pm

Stocks & Shares ISA

from Moneyfarm

Allows ISA Transfers
Regular Savings
  • Fund Choice: Choose your risk profile and have it matched to an investment portfolio expertly built and managed.
  • Invest From: £1,500
See Deal Up to £400 for all new users that create an account until the end of April

Stocks & Shares ISA

from InvestEngine

Allows ISA Transfers
Regular Savings
  • Fund Choice: Offering commission-free DIY investing or low-cost, professionally managed income or growth portfolios built for you
  • Invest From: £100

My Choice ISA

from Scottish Friendly

Allows ISA Transfers
Regular Savings
  • Fund Choice: A choice of 10 funds so you can pick those that best suit your needs, whether that is just one, a mixture of all 10 or somewhere in between.
  • Invest From: £10pm

Stocks & Shares ISA

from Beanstalk

Allows ISA Transfers
  • Fund Choice: Choose from two funds: a cash fund that aims to provide returns in line with money market rates and a shares fund that aims to track the performance of global stock markets.
  • Invest From: £10

Stocks & Shares ISA

from Willis Owen

Allows ISA Transfers
Regular Savings
  • Fund Choice: Choose from a wide range of funds, shares, investment trusts and ETFs. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future.
  • Invest From: £25

Investment ISA

from Barclays Smart Investor

Allows ISA Transfers
Regular Savings
  • Fund Choice: Invest in over 2,000 funds, plus Exchange Traded Funds, Investment Trusts, Shares and more. 5 Ready-made Investment funds if you’re not sure where to invest. Capital at risk.
  • Invest From: Any amount

Halifax Stocks and Shares ISA

Halifax is a British bank operating as a trading division of Bank of Scotland, itself a wholly owned subsidiary of Lloyds Banking Group. It is the UK's largest provider of residential mortgages and savings accounts and came 5th overall in the British Bank Awards 2016.

Choosing an investment ISA

If you’d like to put some money away each month or invest some spare money then an Investment ISA could be a tax-efficient way for you to do so. You can invest anything up to the tax threshold for that year either spread across a Cash, Stocks and Shares and Innovative Finance ISA or consolidated within one account.

You can only fund one Stocks and Shares ISA per tax year but as all providers must allow you to move your money you will be able to transfer. It’s worth checking however, if your current provider charges penalties. Otherwise you could receive back less than you originally invested.

Generally, Stocks and Shares ISAs have the potential to provide better returns than a savings account but customers must be prepared for the risk element that is involved as your money could lose value depending on how the market performs.

Halifax Stocks and Shares ISA Review

Features:

  1. They invest in a wide variety of non-cash assets on your behalf, you simply choose how much risk you’re willing to take
  2. You can take your money out at any time but bear in mind this investment is designed to be held for the medium to long-term so at least 5-10 years
  3. You can invest minimum lump sum of £2000, invest monthly at a minimum of £100 a month, or a combination of the two.
  4. Once you've invested, you can make lump sum top-ups of £250 or more at any time
  5. You can transfer money in from an existing cash or stocks and shares ISA and keep its tax efficient status as long as you use the correct transfer process

Useful to Know

There are two charges associated with the management of this ISA:

  1. An annual ongoing charge of 0.45% of the value of each fund you invest in, which is taken directly from the value of the fund
  2. An annual Service Fee of 0.24% of the value of your investment to pay each year. This is calculated monthly and collected on an annual basis

How to apply 

If you don’t already have a Halifax account with online banking facilities, you’ll need to open an account first. However, some of their savings accounts can be opened online with a minimum deposit of as little as £1.

Once you have a Halifax account open then you will be able to apply online for a new Stocks and Shares ISA or request a transfer form, if you already have a Stocks and Shares ISA and are looking to switch.

Sam Hodgson
Edited by Sam Hodgson - ISA.co.uk
Important Risk Information:

The value of investments can go down in value as well as up, so you could get back less than you invest. It is therefore important that you understand the risks and commitments. This website aims to provide information to help you make your own informed decisions. It does not provide personal advice based on your circumstances. If you are unsure of how suitable an investment is for you, please seek personal advice.