Accountants Only

Two ways to work with RC Advisors, depending on what you need right now — free, verified access to our accountant-only material with no obligation to refer anyone, or, if you're ready to introduce a client, apply to become an RC Advisors introducer.

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.

Two Ways to Work with RC Advisors

We offer two levels because accountants come to us with two different needs.

Accountant Support — free, verified once

Confirm you're a practising accountant (ICAEW, ACCA or CIOT) and get instant access — no waiting on us to check anything first. Includes our calculators and tools, the free trustee training to share with clients, and early access to accountant-only technical masterclasses as they're released. No commitment to refer a single client, ever.

Sign Up — Get Free Access

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Accountant and Client Support — when you're ready to introduce

Everything in Accountant Support, plus the fact-find and referral templates, access to our client services for anyone you introduce, sub-contract work on specific technical matters, and scoping calls to talk a client's situation through with us before you decide whether to introduce them. This is the existing Introducer Agreement route, just one short agreement away.

Sign Up — Apply to Become an Introducer

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These sign-ins are a simple access filter for accountant-only resources, not a secure login — please don't use them to hold sensitive client information.