UAE GDP: AED 2.03T ▲ 5.7% | Non-Oil GDP Share: 84.3% ▼ -5.2pp | FDI Inflows: $45.6B ▲ 48.7% | GDP Growth: 4.0% ▲ -0.3pp vs 2023 | Inflation: 1.7% ▼ +0.0pp vs 2023 | Female Participation: 55.1% ▲ +0.6pp vs 2023 | Population: 11.0M ▲ 4.8% | Emiratisation Rate: 12.5% ▲ 2.1pp | Global Competitiveness: #7 ▲ 3 places | Clean Energy Capacity: 7.2 GW ▲ 18.4% | ADX Index: 9,842 ▲ 4.7% | DFM Index: 4,621 ▲ 6.2% | UAE GDP: AED 2.03T ▲ 5.7% | Non-Oil GDP Share: 84.3% ▼ -5.2pp | FDI Inflows: $45.6B ▲ 48.7% | GDP Growth: 4.0% ▲ -0.3pp vs 2023 | Inflation: 1.7% ▼ +0.0pp vs 2023 | Female Participation: 55.1% ▲ +0.6pp vs 2023 | Population: 11.0M ▲ 4.8% | Emiratisation Rate: 12.5% ▲ 2.1pp | Global Competitiveness: #7 ▲ 3 places | Clean Energy Capacity: 7.2 GW ▲ 18.4% | ADX Index: 9,842 ▲ 4.7% | DFM Index: 4,621 ▲ 6.2% |

UAE Fiscal Policy Framework: Budgetary Strategy and Revenue Diversification

Analysis of the UAE's evolving fiscal policy architecture, including the federal budget structure, introduction of corporate taxation, and revenue diversification efforts. Assesses fiscal sustainability within the context of economic transformation.

Fiscal Architecture Overview

The UAE operates a multi-layered fiscal system in which federal and emirate-level budgets function with considerable autonomy. The federal budget, historically modest relative to emirate expenditures, funds defence, foreign affairs, education, and healthcare at the national level. Abu Dhabi and Dubai maintain separate fiscal frameworks, with Abu Dhabi deriving significant revenue from hydrocarbon royalties and investment returns, while Dubai relies more heavily on trade duties, tourism levies, and service fees.

This decentralised structure has historically complicated consolidated fiscal analysis. However, the introduction of federal-level taxation instruments since 2018 has begun creating a more unified revenue base.

Revenue Composition

Revenue Source2020 (AED bn)2022 (AED bn)2024 (AED bn)Share of 2024 Total (%)
Oil & Gas Revenue142.3214.7178.438.2
Corporate Tax0.00.047.610.2
Value Added Tax27.135.842.39.1
Excise Tax6.87.48.11.7
Fees & Charges68.482.194.720.3
Investment Returns61.273.682.417.6
Other Revenue8.310.113.22.8
Total314.1423.7466.7100.0

The most significant fiscal development of recent years has been the introduction of the 9% federal corporate tax, effective from June 2023. First-year collections exceeded initial projections, reflecting both strong corporate profitability and effective compliance infrastructure. The corporate tax is projected to generate AED 55-60 billion annually by 2026, progressively reducing fiscal dependence on hydrocarbon revenue.

Expenditure Priorities

Federal budget allocations reveal the government’s strategic priorities. Social development and education consistently command the largest share, followed by defence and general government services.

Expenditure Category2023 Allocation (%)2025 Allocation (%)Direction
Social Development & Education31.433.2Increasing
Defence & Security22.821.1Stable
General Government14.613.8Declining
Infrastructure12.313.5Increasing
Healthcare8.79.4Increasing
Technology & Innovation5.15.8Increasing
Other5.13.2Declining

Fiscal Balance Dynamics

The UAE has maintained a consolidated fiscal surplus in most years, supported by sovereign wealth fund returns and disciplined expenditure management. The fiscal breakeven oil price, the price per barrel required to balance the budget, has declined from approximately USD 78 in 2015 to an estimated USD 52 in 2025, reflecting improved non-oil revenue generation.

This structural improvement enhances fiscal resilience. At prevailing oil prices in the USD 70-80 range, the UAE generates comfortable surpluses that can be channelled into sovereign wealth fund accumulation and counter-cyclical reserves.

Fiscal Reform Trajectory

Several reform initiatives are shaping the medium-term fiscal outlook. The potential expansion of corporate tax scope to include free zone entities generating domestic revenue is under discussion. Emirate-level fiscal harmonisation, while politically sensitive, is progressing through coordination mechanisms within the Federal Tax Authority.

The development of a more comprehensive social insurance framework, particularly for the expatriate workforce, could introduce new revenue streams alongside new expenditure commitments. Green taxation instruments, including carbon pricing mechanisms and environmental levies, are under active study as part of the UAE’s Net Zero 2050 strategy.

Institutional Credibility

International credit rating agencies have consistently affirmed the UAE’s fiscal credibility. Sovereign ratings remain in the AA category, reflecting low debt-to-GDP ratios, substantial reserve buffers, and demonstrated policy flexibility. The Ministry of Finance’s medium-term fiscal framework provides multi-year expenditure ceilings, enhancing predictability for both domestic and international stakeholders.

Outlook

The UAE’s fiscal position is among the strongest in the emerging market universe. The dual foundation of sovereign wealth fund returns and expanding tax revenue provides a resilient base, while disciplined expenditure management preserves fiscal space for counter-cyclical intervention. The principal medium-term challenge is ensuring that non-oil revenue growth keeps pace with the anticipated decline in hydrocarbon receipts as global energy transition progresses.