Adam Carvalho TEP

Associate

Adam Carvalho

Contact details

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Accreditations

  • Top 35 Under 35 2015

Career

Trained at Farrer & Co; qualified in September 2009.

Memberships

STEP

Adam advises primarily on contentious trust and probate matters. He has been involved in a number of contentious trust cases in offshore jurisdictions and has wide experience of contentious probate matters.

Adam trained at Farrer & Co and initially qualified into the firm's Private Client team where he focused on tax advice for UK and international clients, estate planning, advising Trustees of offshore and onshore trusts and domestic and international wills and probate. He still advises trustees of landed estates in relation to trust administration.

Adam also has experience in Court of Protection and Power of Attorney matters. 

 
Articles Adam has written include: 

Books Adam has contributed chapters to include:

  • International Tax Systems and Planning Techniques (Saunders, Sweet & Maxwell 2010)
  • The Law of Trusts (2 ed. Thomas and Hudson Oxford University Press 2010)
  • International Trust Disputes – Oxford University Press 2011
  • A Guide to Conflicts of Interest in the Financial Industry – City and Financial – 2012

Who we help

Adam advises high net worth individuals with cross border interests on a range of matters from residence and domicile issues to wealth-holding structures.

Go to Private wealth

Adam has experience in advising entrepreneurs and their families on Wills, estate planning and the use of trusts and has written about the particular issues that owner/managers can experience when considering inheritance planning.

Go to Entrepreneurs

Adam has experience in advising landed estates on the preservation of assets for future generations and other aspects of succession planning.

Go to Landed estates

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