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Farrer & Co | Adam Carvalho, Senior Associate

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Practice areas

  • Contentious Trusts and Estates

Adam is an experienced contentious trusts and estates lawyer. He advises on complex trust, succession and private wealth disputes, regularly tackling multi-jurisdictional issues and involved with high-profile cases. He is recognised amongst clients and peers for his pragmatic and collaborative approach. 

Adam’s expertise ranges from dealing with subject access requests in relation to trusts, to acting for trustees and executors, spouses, adults and children in relation to claims under the Inheritance (Provision for Families and Dependants) Act 1975. He advises trustees in relation to proposed entry into tax amnesties, and both trustees and beneficiaries on matters including applications for “blessing” of decisions, consensual retirements and issues relating to indemnities and removal applications.  Adam also acts for trustees and executors in relation to contested applications to court for directions to resolve issues that have arisen in the administration of their trusts and estates.

Adam acts for beneficiaries in applications for trust and estate accounts to be provided, and advises landed trustees on applications for a variation of trust applications, together with claims for conditional exemption from IHT, estate consolidation and next generation planning.

He regularly advises on claims in relation to the invalidity of wills, for example as a result of lack of capacity, and on related professional negligence issues. Adam has experience acting for an executor on professional negligence claims, including in relation to IHT advice that had not been provided, advanced in parallel with residuary beneficiaries.

Adam is a prolific writer, regularly published in professional media including Solicitors Journal and Trust and Estates Law & Tax Journal.

James qualified as a solicitor in 2009.

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