"当前市场对英国经济的悲观情绪依然浓厚，而此次预算案看起来不大可能改变这种情绪。" 当地时间周三（11月26日），英国财政大臣蕾切尔·里夫斯（Rachel Reeves）在下议院公布秋季预算 案。 此次预算案主打增税以提高财政盈余，预计到2029/30财年可带来约260亿英镑额外税收。主要内容包括 延长税阶冻结期限、改革免税储蓄账户、引入高价住宅附加税、取消两孩福利（two-child benefit）限制 以及对电动车征收行驶税等内容，并配合养老金与投资税制调整，以扩大财政收入，同时维持政府不提 高主要税率的承诺。 预算案公布前，一则意外插曲引发各界关注：英国预算责任办公室（OBR）因技术错误提前在官网发 布部分经济与财政预测数据，随后紧急撤回并公开致歉。里夫斯称其为"严重错误"。 此外，本次预算案还包括多项配套改革措施，例如限制薪酬牺牲方式的养老金缴费免税额度、提高利息 和股息收入的税率、收紧部分企业折旧抵扣优惠、提高博彩税和酒类税等。 英国预算责任办公室称，预计英国政府财政缓冲空间将因此升至220亿英镑，较此前预测增加了约120亿 英镑。但另一方面，这将使税收在2030-31财年达到英国国内生产总值（G ...

Core Viewpoint - The Autumn Budget has generated unprecedented attention due to speculation about potential tax increases, including a "mansion tax" and "rental tax," aimed at addressing a significant fiscal deficit [4][6][7]. Group 1: Budget Overview - The budget is expected to raise £26 billion in taxes by the fiscal year 2029-30, with various tax measures introduced [10]. - The budget process was marked by a leak from the Office for Budget Responsibility (OBR), causing temporary fluctuations in the financial markets [8][7]. Group 2: Economic Predictions - OBR forecasts an inflation rate of 3.5% for this year, slightly above the previous estimate of 3.2%, with a drop to 0.4% expected next year [13]. - GDP growth is projected at 1.5% for 2025, with subsequent years showing growth rates of 1.4% in 2026, 1.6% in 2027, and 1.5% in 2028 and 2029 [13]. Group 3: Tax Measures - A new "mansion tax" will be levied on high-value properties, expected to raise over £400 million by 2031, affecting less than 1% of properties valued over £2 million [26]. - The introduction of an electric vehicle consumption tax will charge 3 pence per mile for pure electric vehicles and 1.5 pence for plug-in hybrids, aimed at doubling road maintenance funding [30]. - Remote gambling tax rates will increase from 21% to 40%, and online betting tax rates will rise from 15% to 25%, projected to generate over £1 billion annually by 2031 [32]. Group 4: Public Services and Welfare - The government will allocate £500 million for secondary school libraries and £18 million for upgrading playgrounds across England [18]. - A new "youth guarantee" program will be funded with £820 million over three years to support apprenticeships for those under 25 [20]. - The government plans to restore face-to-face assessments for disability benefits and reform the universal credit system to help 15,000 people return to work [20]. Group 5: Real Estate Market Insights - An international buyer purchased a £25 million penthouse in Knightsbridge, indicating a growing demand for luxury properties in prime locations [38][40]. - The London rental market is showing signs of recovery, with a 13% increase in searches for rental villas and a 4% increase for apartments over the past two years [42].

格隆汇11月24日｜据英国金融时报，英国财政大臣里夫斯将在其预算案中把年度现金个人储蓄账户限额 削减至12,000英镑，此举旨在推动储蓄流入英国股市。据接近周三预算案筹备工作的人士透露，里夫斯 已决定将限额从目前的20,000英镑下调，但略高于此前考虑的10,000英镑上限。不过，由于遭到ISA提 供商和英国投资协会这一行业团体的强烈反对，财政大臣已放弃了此前自愿性质的"英式ISA"计划，该 计划原要求至少20%的资金分配给英国股票。英国预算案预计对ISA制度进行的全面改革，正值政府试 图将更多现金引导至伦敦上市公司之际，此前英国面临企业上市稀少和公司转向美国市场的窘境。 来源：格隆汇APP ...