Why we only work with new applicants through their accountant
A SSAS is a serious, long-term business planning tool — not a decision to make quickly, or in isolation. Before any scheme is established, it deserves full and careful consideration of the options available.
That's why RC Advisors only takes on new SSAS establishments through an introduction from your accountant. In almost every case, your accountant is better placed than anyone else to start that conversation — they already hold a holistic view of your business, your tax position, and your wider business and personal aspirations, so a SSAS gets considered alongside everything else that matters, not in isolation.
It's a deliberate safeguard, not a barrier to getting started.
How establishment works
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1
Your accountant flags it
They already hold the full picture of your business and goals, and judge a SSAS is worth exploring alongside everything else that matters.
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2
Introduction to RC Advisors
Your accountant introduces you directly — this is the only route into a new establishment.
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3
Consultation to assess fit
We talk through your circumstances properly. We frequently conclude a SSAS isn't the right answer — that's a genuine outcome, not a formality.
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4
Scheme structured and established
Where it is the right fit, we handle the establishment properly, working alongside your accountant throughout.
Already have a SSAS and want to know what's possible next? Done For You covers the transactions your scheme actually needs done. An accountant looking to introduce a client? Start at Accountants Only.
This is general information, not personalised advice for your scheme.
