To which a Brit would say: “the brass neck of it!” Yes, Labour will surely do more tax and spend and regulation than the Conservatives. But Sunak’s own government has been no stranger to growing the state’s footprint and raising taxes aggressively already. Indeed, under Sunak’s chancellorship turned premiership, the UK’s total tax burden has risen a whopping 3.4 percent of GDP since 2019 to its highest level since the aftermath of World War II. The Prime Minister has frozen income tax thresholds through a high inflation environment to deliver the largest stealth tax increase in British history. All this to finance a state that has already grown to over 40 percent of GDP — its biggest since the start of the Thatcher revolution — with the Tories pushing for new regulators for digital markets and football, their own net zero target, a further state takeover of early years childcare, and plans to (in time) totally ban smoking.
The truth is that, on economics, this is not the free-market Conservative party that Margaret Thatcher led. It is perfectly comfortable, on average, with a bigger state, with unreformed age-related entitlements, and with more extensive regulation. And that’s a shame, because although Britain certainly doesn’t need a 1980s tribute act, a healthy dose of economic freedom in several major areas could have significantly boosted its economic prospects. Britain’s perennial problem since the financial crisis has been slow growth. Its economy is now 37 percent below where it might have been had real output continued on its pre-2008 trend. Though that is surely an unattainable yardstick, a prolonged stagnation since 2010 certainly justified a full-scale supply-side rethink to remove barriers to production and innovation. The Conservatives failed to deliver one.
Instead, over the Conservatives’ 14 years in office, the public finances and fiscal policy have dominated most economic policy debates. David Cameron’s coalition government inherited a deficit at over 10 percent of GDP and from 2010 through to 2016 made reducing it their primary goal, via restraining spending and raising several taxes, including VAT. Although borrowing did come down substantially, the party’s free-market wing and outsiders like me said repeatedly that “deficit reduction is not enough.” Britain was suffering from a sharp downturn in its sustainable growth rate. It needed a bold pro-growth regulatory and tax agenda to supplement the fiscal squeeze, focused on land-use planning, energy, and the structure of the tax system.
Although there were one or two policy areas that improved, that growth agenda never materialized. What did arise was the Brexit wars, which — in retrospect — sucked further attention away from growth and delivered an additional supply-shock to trade and investment flows. Boris Johnson then emerged as Prime Minister to a country increasingly weary of tight budgets and weak growth, promising a brave new world of higher public service and infrastructure spending.
Before he really got going, the pandemic hit, leading to vast fiscal relief and ballooning borrowing again. Sunak as Boris’s Chancellor and then later leadership candidate sought to re-centre politics around fiscal repair once more, led by major tax rises. Liz Truss won the leadership campaign against Sunak because she opposed raising taxes further, but in attempting to both start cutting them while also lavishing the public with energy subsidies as Prime Minister, her projected borrowing spooked markets and led to her downfall. Sunak came in, seemingly vindicated, and delivered on raising tax again, pretty substantially.