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Grant Thornton's chief economist responds to the chancellor's pre budget report statement on the uk economy


Leading business and financial adviser Grant Thornton says that the Pre-Budget Report (PBR), set out clear plans to reduce spending and halve the budget deficit in the next four years, but was less successful in installing much needed confidence.

Prospects for growth

"The Chancellor admitted today that the economic recovery had not gone to plan, with GDP forecast to plunge by 4.75% in 2009, significantly more than 3.5% forecast in the last Budget in April," says Stephen Gifford, Chief Economist at Grant Thornton.

Gifford notes: "The Chancellor failed to pull a rabbit out of the hat to restore much needed confidence both home and abroad. His PBR was largely neutral for 2010-11 as expected but started to put the pressure on with tax rises of £3.5 billion in 2011/12 and £5.1 billion in 2012/13. But there was little detail behind his projections and considerable reliance was placed on the economy recovering quickly."

"With the UK the only G20 country whose economy is still in recession, there is a serious risk that tax revenues may not be as forthcoming as expected.  Spending cuts are notoriously difficult to implement quickly which means that the next Government (whichever party) will be in a very tricky position if this were to happen".

Public borrowing remains high for years to come

"The path of the economic recovery is critical to the Chancellor's plan to halve public borrowing. Although the Chancellor did not change his borrowing forecasts much, the level is still very high at £178 billion for 2009/10  and  £176 billion in 2011/12.  Lower corporation taxes from the financial services sector and less stamp duty and income tax revenue were the key reasons cited for plummeting tax revenues from 2009/10".

Government debt sizeable

Public sector net debt is set to peak at 78% of GDP in 2014/15, more than double the amount (36%) that the UK entered into the current downturn.

"The UK has overextended itself. The Chancellor went some way to tackling the level of government debt today, but did not go far enough.  Whilst it may not be sensible to cut spending in the midst of a recession, the markets and the international community are crying out for a realistic plan to restore confidence in the UK economy."

Tax rises could hinder UK competitiveness

"The Chancellor today put the squeeze on higher earners and bankers.  Although well intentioned, it may have the unintended consequence of harming the UK's competitiveness. In such an interdependent global economy, businesses and individuals can easily invest or relocate elsewhere.  It remains to be seen whether these tax rises will lead to an exodus of talent offshore or whether high earners knuckle down and accept the new reality."
 

For more information please contact:

Suvra Datta, press office for Grant Thornton UK LLP, on 0207 728 2375 or

Stephen Gifford, Grant Thornton Chief Economist, on 07814 421 899