Adam Carvalho TEP

Associate

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

Recent Articles

24 July 2015 Interpreting testator intentions Adam Carvalho
Richard McDermott
21 April 2015 Wishing away: lifetime gifts, proprietary estoppel, and construction Adam Carvalho
Richard McDermott
02 February 2015 Avoiding the suggestion of undue influence Adam Carvalho
Richard McDermott
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Related Briefings

18 August 2015 Families and Addiction Annmarie Carvalho
24 July 2015 Interpreting testator intentions Adam Carvalho
Richard McDermott
16 July 2015 Stepping in before it’s too late: How to remove directors who lack capacity Daniella Lloyd
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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.

Memberships

STEP