Adam Carvalho

Associate

Adam advises on contentious trust and probate matters – both offshore and in England and Wales.

Adam has been involved in a number of contentious trust cases in offshore jurisdictions – dealing with issues which include jurisdiction, sham trusts, breach of trust, and beneficiary rights of information.

Adam also has a wide experience of contentious probate matters having worked on disputes arising out of lifetime transactions, contested grants, rectification and construction claims, validity disputes, claims against personal representatives, the removal of executors and trustees, proprietary estoppel and constructive trust questions, Inheritance (Provision for Family and Dependants) Act 1975 cases, will drafting disputes and Court of Protection matters.

Adam trained at Farrer & Co and 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 – before specialising in contentious trusts & estates.

 
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

Related Briefings

22 October 2014 Mediation: after Jackson Adam Carvalho
25 September 2014 "Can we fix it? Possibly not." Nicholas Bennett
08 September 2014 Questions of Capacity Adam Carvalho
View all briefings

Recent Articles

22 October 2014 Mediation: after Jackson Adam Carvalho
08 September 2014 Questions of Capacity Adam Carvalho
01 April 2014 When Wills Go Wrong Adam Carvalho
View all briefings
Adam Carvalho

Contact details

Tel:  +44 (0)20 3375 7170
Fax: +44 (0)20 3375 7400
Email:  
adam.carvalho@farrer.co.uk
Secretary: 
belinda.williams@farrer.co.uk

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Career

Trained at Farrer & Co; qualified in September 2009.

Education

University College School; Nottingham University; BPP Law School