Adam Carvalho TEP

Senior Associate

Adam Carvalho

Contact details

Accreditations

  • Top 35 Under 35 2015

Career

Trained at Farrer & Co; qualified in September 2009.

Memberships

STEP

Adam has extensive experience in the field of contentious trusts and estates, acting for both trustees and beneficiaries in a number of jurisdictions. Adam has been involved in a number of high profile cases in this area.

Adam frequently advises on succession issues including validity claims, capacity and construction issues as well as claims under the Inheritance (Provision for Family and Dependants) Act 1975 and in the Court of Protection.

Adam was named as one of e-Private Client's Top 35 Under 35 lawyers in 2015.

Adam lectures widely in the area of Contentious Trusts and Estates. He is a full member of STEP.

Recent reported cases:

  • RBC Trustees (CI) Ltd v Stubbs [2017] – rectification of two trust deeds
  • HMRC v Parry & Others [2017] – successful appeal from a decision of the First Tier Tax Tribunal
  • Inchbald v Inchbald [2016] – high profile probate dispute involving a want of knowledge and approval challenge to the last wills of the famous designer.
  • Re Portman Estate [2015] EWHC 536 (Ch)

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

Recent Articles

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